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 8-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 | $37,575 | $127,065-70.4% | $113,168-66.8% | $142,382-73.6% |
| Participation rate | 62.5% | 79.2%-16.7pp | 76.6%-14.1pp | 80.1%-17.6pp |
| Annual return | 23.44% | 24.03%-0.6pp | 24.27%-0.8pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,561 | $3,442-54.7% | $2,975-47.5% | $4,299-63.7% |
| Participant deferral / active EE | $2,564 | $5,716-55.2% | $5,107-49.8% | $6,507-60.6% |
| Admin fee / account holder | $24 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |