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 | $29,710 | $106,890-72.2% | $84,015-64.6% | $152,861-80.6% |
| Participation rate | 63.6% | 75.2%-11.6pp | 69.0%-5.4pp | 82.4%-18.8pp |
| Annual return | 27.43% | 104.99%-77.6pp | 71.31%-43.9pp | 345.32%-317.9pp |
| Employer contribution / active EE | $2,143 | $2,734-21.6% | $1,983+8.1% | $4,762-55.0% |
| Participant deferral / active EE | $4,469 | $4,011+11.4% | $3,239+38.0% | $5,850-23.6% |
| Admin fee / account holder | $208 | $8,285-97.5% | $6,101-96.6% | $11,596-98.2% |