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 | $70,822 | $117,841-39.9% | $102,423-30.9% | $145,922-51.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 10.46% | 31.65%-21.2pp | 29.32%-18.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,339 | $3,615-35.3% | $3,023-22.6% | $4,660-49.8% |
| Participant deferral / active EE | $4,750 | $5,731-17.1% | $5,053-6.0% | $6,688-29.0% |
| Admin fee / account holder | $283 | $13,326-97.9% | $9,451-97.0% | $13,397-97.9% |