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 | $53,971 | $83,477-35.3% | $125,175-56.9% | $72,985-26.1% |
| Participation rate | 45.1% | 73.3%-28.2pp | 79.8%-34.7pp | 69.5%-24.4pp |
| Annual return | 30.87% | 25.78%+5.1pp | 43.79%-12.9pp | 81.00%-50.1pp |
| Employer contribution / active EE | $1,230 | $2,345-47.6% | $3,865-68.2% | $2,440-49.6% |
| Participant deferral / active EE | $2,088 | $3,585-41.8% | $4,937-57.7% | $3,607-42.1% |
| Admin fee / account holder | $164 | $5,517-97.0% | $9,702-98.3% | $5,124-96.8% |