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 | $54,876 | $109,881-50.1% | $150,045-63.4% | $84,808-35.3% |
| Participation rate | 69.6% | 76.1%-6.5pp | 82.3%-12.8pp | 68.3%+1.3pp |
| Annual return | 40.93% | 28.25%+12.7pp | 62.55%-21.6pp | 40.90%0pp |
| Employer contribution / active EE | $1,957 | $3,561-45.0% | $4,693-58.3% | $2,631-25.6% |
| Participant deferral / active EE | $5,561 | $6,636-16.2% | $7,997-30.5% | $4,212+32.0% |
| Admin fee / account holder | $62 | $8,568-99.3% | $13,435-99.5% | $7,344-99.1% |