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 | $64,877 | $103,376-37.2% | $87,100-25.5% | $152,861-57.6% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.9%-8.1pp | 82.4%-13.7pp |
| Annual return | 14.99% | 28.10%-13.1pp | 28.19%-13.2pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,019 | $3,220-68.3% | $2,521-59.6% | $4,762-78.6% |
| Participant deferral / active EE | $2,597 | $4,778-45.6% | $4,049-35.8% | $5,850-55.6% |
| Admin fee / account holder | $290 | $12,205-97.6% | $7,497-96.1% | $11,596-97.5% |