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 6-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 | $69,149 | $110,261-37.3% | $95,745-27.8% | $139,434-50.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 22.40% | 27.11%-4.7pp | 28.35%-5.9pp | 372.94%-350.5pp |
| Employer contribution / active EE | $1,310 | $3,257-59.8% | $2,835-53.8% | $4,751-72.4% |
| Participant deferral / active EE | $4,617 | $4,676-1.3% | $4,245+8.8% | $6,710-31.2% |
| Admin fee / account holder | $15 | $6,613-99.8% | $5,678-99.7% | $11,403-99.9% |