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 4-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 | $31,009 | $67,894-54.3% | $89,340-65.3% | $82,448-62.4% |
| Participation rate | 21.1% | 64.0%-42.9pp | 69.6%-48.4pp | 68.1%-46.9pp |
| Annual return | 19.99% | 19.21%+0.8pp | 20.57%-0.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $672 | $1,828-63.3% | $2,231-69.9% | $2,551-73.7% |
| Participant deferral / active EE | $1,171 | $3,072-61.9% | $3,823-69.4% | $4,139-71.7% |
| Admin fee / account holder | $221 | $5,723-96.1% | $6,704-96.7% | $7,234-97.0% |