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 | $26,469 | $108,172-75.5% | $77,482-65.8% | $158,922-83.3% |
| Participation rate | 54.5% | 64.4%-9.9pp | 54.2%+0.4pp | 82.0%-27.4pp |
| Annual return | 24.03% | 31.67%-7.6pp | 54.79%-30.8pp | 302.83%-278.8pp |
| Employer contribution / active EE | $932 | $1,325-29.6% | $986-5.5% | $4,761-80.4% |
| Participant deferral / active EE | $1,621 | $2,456-34.0% | $1,861-12.9% | $5,982-72.9% |
| Admin fee / account holder | $56 | $3,708-98.5% | $2,858-98.1% | $11,246-99.5% |