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 | $22,690 | $72,012-68.5% | $185,823-87.8% | $79,858-71.6% |
| Participation rate | 48.9% | 65.8%-16.8pp | 78.0%-29.1pp | 69.6%-20.7pp |
| Annual return | 21.03% | 23.12%-2.1pp | 35.95%-14.9pp | 31.71%-10.7pp |
| Employer contribution / active EE | $822 | $1,965-58.2% | $4,087-79.9% | $2,471-66.7% |
| Participant deferral / active EE | $2,400 | $3,779-36.5% | $5,632-57.4% | $3,740-35.8% |
| Admin fee / account holder | $157 | $4,513-96.5% | $9,500-98.3% | $5,306-97.0% |