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 7-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 | $29,169 | $80,717-63.9% | $154,803-81.2% | $84,808-65.6% |
| Participation rate | 65.9% | 66.8%-1.0pp | 78.1%-12.2pp | 68.3%-2.5pp |
| Annual return | 16.70% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $527 | $2,761-80.9% | $4,305-87.8% | $2,631-80.0% |
| Participant deferral / active EE | $5,352 | $3,303+62.0% | $5,540-3.4% | $4,212+27.1% |
| Admin fee / account holder | $54 | $6,746-99.2% | $14,329-99.6% | $7,344-99.3% |