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 | $18,954 | $102,966-81.6% | $90,281-79.0% | $152,861-87.6% |
| Participation rate | 21.7% | 75.9%-54.1pp | 73.3%-51.5pp | 82.4%-60.7pp |
| Annual return | 23.08% | 95.16%-72.1pp | 78.10%-55.0pp | 345.32%-322.2pp |
| Employer contribution / active EE | $301 | $3,139-90.4% | $2,854-89.4% | $4,762-93.7% |
| Participant deferral / active EE | $954 | $4,281-77.7% | $3,885-75.4% | $5,850-83.7% |
| Admin fee / account holder | $21 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |