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 | $96,426 | $115,882-16.8% | $100,516-4.1% | $158,922-39.3% |
| Participation rate | 52.4% | 81.6%-29.2pp | 79.4%-27.0pp | 82.0%-29.6pp |
| Annual return | 21.68% | 34.79%-13.1pp | 30.89%-9.2pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,611 | $4,103-60.7% | $3,418-52.9% | $4,761-66.2% |
| Participant deferral / active EE | $3,048 | $6,674-54.3% | $6,270-51.4% | $5,982-49.0% |
| Admin fee / account holder | $2 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |