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 | $39,763 | $112,729-64.7% | $98,716-59.7% | $137,256-71.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 22.59% | 38.48%-15.9pp | 31.81%-9.2pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,067 | $2,725-60.8% | $2,279-53.2% | $4,156-74.3% |
| Participant deferral / active EE | $2,084 | $4,640-55.1% | $4,048-48.5% | $6,407-67.5% |
| Admin fee / account holder | $95 | $10,129-99.1% | $8,703-98.9% | $12,270-99.2% |