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 | $59,851 | $112,881-47.0% | $90,951-34.2% | $158,922-62.3% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 13.59% | 215.79%-202.2pp | 134.60%-121.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $982 | $2,893-66.1% | $2,122-53.7% | $4,761-79.4% |
| Participant deferral / active EE | $1,150 | $4,128-72.1% | $3,373-65.9% | $5,982-80.8% |
| Admin fee / account holder | $25 | $8,041-99.7% | $5,959-99.6% | $11,246-99.8% |