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 9-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 | $65,731 | $65,365+0.6% | $92,893-29.2% | $72,985-9.9% |
| Participation rate | 32.1% | 68.3%-36.2pp | 76.0%-43.9pp | 69.5%-37.3pp |
| Annual return | 26.75% | 42.10%-15.4pp | 109.41%-82.7pp | 81.00%-54.3pp |
| Employer contribution / active EE | $959 | $2,594-63.0% | $3,653-73.7% | $2,440-60.7% |
| Participant deferral / active EE | $1,717 | $3,128-45.1% | $4,236-59.5% | $3,607-52.4% |
| Admin fee / account holder | $13 | $4,251-99.7% | $5,794-99.8% | $5,124-99.7% |