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 8-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 | $115,824 | $78,672+47.2% | $109,143+6.1% | $85,850+34.9% |
| Participation rate | 48.0% | 68.3%-20.3pp | 75.9%-27.9pp | 69.3%-21.3pp |
| Annual return | 13.51% | 25.09%-11.6pp | 25.75%-12.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,879 | $2,735-31.3% | $3,722-49.5% | $2,565-26.8% |
| Participant deferral / active EE | $2,968 | $3,467-14.4% | $4,653-36.2% | $3,952-24.9% |
| Admin fee / account holder | $92 | $5,469-98.3% | $6,752-98.6% | $6,260-98.5% |