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 | $63,736 | $56,317+13.2% | $71,209-10.5% | $74,304-14.2% |
| Participation rate | 19.1% | 55.1%-36.0pp | 73.8%-54.6pp | 60.3%-41.2pp |
| Annual return | 18.78% | 42.83%-24.0pp | 282.51%-263.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $533 | $2,160-75.3% | $2,721-80.4% | $2,241-76.2% |
| Participant deferral / active EE | $1,853 | $2,788-33.5% | $4,175-55.6% | $3,767-50.8% |
| Admin fee / account holder | $281 | $2,290-87.7% | $5,349-94.7% | $2,969-90.5% |