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 | $34,039 | $102,616-66.8% | $81,983-58.5% | $158,922-78.6% |
| Participation rate | 59.1% | 75.5%-16.4pp | 69.2%-10.2pp | 82.0%-22.9pp |
| Annual return | 19.95% | 61.04%-41.1pp | 41.31%-21.4pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,295 | $3,240-60.0% | $2,498-48.2% | $4,761-72.8% |
| Participant deferral / active EE | $8,274 | $4,648+78.0% | $3,722+122.3% | $5,982+38.3% |
| Admin fee / account holder | $232 | $8,235-97.2% | $5,664-95.9% | $11,246-97.9% |