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 | $30,469 | $112,096-72.8% | $95,952-68.2% | $158,922-80.8% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 11.77% | 171.09%-159.3pp | 91.61%-79.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $811 | $3,198-74.7% | $2,541-68.1% | $4,761-83.0% |
| Participant deferral / active EE | $2,537 | $4,784-47.0% | $4,167-39.1% | $5,982-57.6% |
| Admin fee / account holder | $10 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |