See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,234 | $99,341-47.4% | $84,750-38.4% | $273,961-80.9% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 7.64% | 22.93%-15.3pp | 22.78%-15.1pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,937 | $4,214-54.0% | $3,574-45.8% | $4,869-60.2% |
| Participant deferral / active EE | $4,141 | $4,269-3.0% | $3,712+11.6% | $5,287-21.7% |
| Admin fee / account holder | $30 | $6,644-99.5% | $5,332-99.4% | $10,132-99.7% |