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 | $27,910 | $72,277-61.4% | $101,248-72.4% | $79,858-65.1% |
| Participation rate | 40.0% | 68.5%-28.5pp | 75.8%-35.8pp | 69.6%-29.6pp |
| Annual return | 26.92% | 22.30%+4.6pp | 46.47%-19.5pp | 31.71%-4.8pp |
| Employer contribution / active EE | $874 | $2,692-67.5% | $3,660-76.1% | $2,471-64.6% |
| Participant deferral / active EE | $2,422 | $3,282-26.2% | $4,370-44.6% | $3,740-35.2% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |