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 | $58,647 | $102,245-42.6% | $89,340-34.4% | $137,256-57.3% |
| Participation rate | 36.4% | 74.9%-38.5pp | 69.6%-33.2pp | 80.0%-43.6pp |
| Annual return | 10.34% | 21.89%-11.5pp | 20.57%-10.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $305 | $2,529-87.9% | $2,231-86.3% | $4,156-92.7% |
| Participant deferral / active EE | $1,521 | $4,436-65.7% | $3,823-60.2% | $6,407-76.3% |
| Admin fee / account holder | $37 | $8,085-99.5% | $6,704-99.4% | $12,270-99.7% |