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 3-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 | $64,966 | $87,166-25.5% | $76,735-15.3% | $137,256-52.7% |
| Participation rate | 16.7% | 74.4%-57.7pp | 69.5%-52.8pp | 80.0%-63.3pp |
| Annual return | 23.55% | 26.50%-2.9pp | 29.77%-6.2pp | 220.34%-196.8pp |
| Employer contribution / active EE | $592 | $2,904-79.6% | $2,454-75.9% | $4,156-85.8% |
| Participant deferral / active EE | $2,958 | $4,726-37.4% | $4,088-27.6% | $6,407-53.8% |
| Admin fee / account holder | $20 | $8,403-99.8% | $7,189-99.7% | $12,270-99.8% |