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 6-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 | $22,671 | $56,114-59.6% | $96,139-76.4% | $85,850-73.6% |
| Participation rate | 21.2% | 56.7%-35.5pp | 68.4%-47.2pp | 69.3%-48.1pp |
| Annual return | 17.26% | 42.30%-25.0pp | 191.94%-174.7pp | 318.53%-301.3pp |
| Employer contribution / active EE | $280 | $1,620-82.7% | $2,797-90.0% | $2,565-89.1% |
| Participant deferral / active EE | $2,371 | $2,859-17.1% | $4,349-45.5% | $3,952-40.0% |
| Admin fee / account holder | $247 | $3,768-93.4% | $5,537-95.5% | $6,260-96.0% |