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 9-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 | $71,580 | $115,770-38.2% | $101,248-29.3% | $158,922-55.0% |
| Participation rate | 30.8% | 79.4%-48.6pp | 75.8%-45.0pp | 82.0%-51.2pp |
| Annual return | 27.56% | 56.14%-28.6pp | 46.47%-18.9pp | 302.83%-275.3pp |
| Employer contribution / active EE | $1,419 | $4,175-66.0% | $3,660-61.2% | $4,761-70.2% |
| Participant deferral / active EE | $3,667 | $4,957-26.0% | $4,370-16.1% | $5,982-38.7% |
| Admin fee / account holder | $50 | $7,245-99.3% | $5,945-99.2% | $11,246-99.6% |