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 | $35,165 | $97,125-63.8% | $86,233-59.2% | $137,256-74.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 21.73% | 74.19%-52.5pp | 61.39%-39.7pp | 220.34%-198.6pp |
| Employer contribution / active EE | $522 | $2,841-81.6% | $2,504-79.2% | $4,156-87.4% |
| Participant deferral / active EE | $1,024 | $5,180-80.2% | $4,559-77.5% | $6,407-84.0% |
| Admin fee / account holder | $58 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |