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 | $35,165 | $112,729-68.8% | $98,716-64.4% | $137,256-74.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 18.37% | 38.48%-20.1pp | 31.81%-13.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,553 | $2,725-43.0% | $2,279-31.8% | $4,156-62.6% |
| Participant deferral / active EE | $2,602 | $4,640-43.9% | $4,048-35.7% | $6,407-59.4% |
| Admin fee / account holder | $184 | $10,129-98.2% | $8,703-97.9% | $12,270-98.5% |