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 | $61,846 | $99,921-38.1% | $85,009-27.2% | $145,959-57.6% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 17.73% | 83.89%-66.2pp | 66.47%-48.7pp | 561.95%-544.2pp |
| Employer contribution / active EE | $753 | $3,233-76.7% | $2,728-72.4% | $4,661-83.8% |
| Participant deferral / active EE | $941 | $5,293-82.2% | $4,522-79.2% | $6,689-85.9% |
| Admin fee / account holder | $45 | $7,252-99.4% | $6,153-99.3% | $13,398-99.7% |