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 7-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 | $69,903 | $118,849-41.2% | $96,562-27.6% | $167,490-58.3% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 19.83% | 50.49%-30.7pp | 37.78%-18.0pp | 478.56%-458.7pp |
| Employer contribution / active EE | $1,055 | $3,120-66.2% | $2,356-55.2% | $4,837-78.2% |
| Participant deferral / active EE | $5,363 | $4,616+16.2% | $3,849+39.3% | $6,341-15.4% |
| Admin fee / account holder | $20 | $8,065-99.8% | $6,181-99.7% | $12,309-99.8% |