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 | $89,622 | $49,227+82.1% | $70,449+27.2% | $79,858+12.2% |
| Participation rate | 7.7% | 69.2%-61.5pp | 75.1%-67.4pp | 69.6%-61.9pp |
| Annual return | 18.66% | 30.06%-11.4pp | 109.03%-90.4pp | 31.71%-13.1pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,031 | $2,768-62.8% | $3,709-72.2% | $3,740-72.4% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |