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 | $17,777 | $81,632-78.2% | $70,449-74.8% | $158,922-88.8% |
| Participation rate | 33.3% | 77.7%-44.4pp | 75.1%-41.7pp | 82.0%-48.6pp |
| Annual return | 37.12% | 208.40%-171.3pp | 109.03%-71.9pp | 302.83%-265.7pp |
| Employer contribution / active EE | $1,092 | $3,217-66.1% | $2,737-60.1% | $4,761-77.1% |
| Participant deferral / active EE | $1,523 | $4,554-66.6% | $3,709-58.9% | $5,982-74.5% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |