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 | $45,907 | $65,365-29.8% | $92,893-50.6% | $72,985-37.1% |
| Participation rate | 26.7% | 68.3%-41.6pp | 76.0%-49.3pp | 69.5%-42.8pp |
| Annual return | 24.54% | 42.10%-17.6pp | 109.41%-84.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,324 | $2,594-49.0% | $3,653-63.7% | $2,440-45.7% |
| Participant deferral / active EE | $3,702 | $3,128+18.3% | $4,236-12.6% | $3,607+2.6% |
| Admin fee / account holder | $75 | $4,251-98.2% | $5,794-98.7% | $5,124-98.5% |