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 | $27,174 | $149,734-81.9% | $118,925-77.2% | $158,922-82.9% |
| Participation rate | 57.9% | 82.1%-24.2pp | 75.4%-17.5pp | 82.0%-24.1pp |
| Annual return | 15.06% | 19.95%-4.9pp | 35.88%-20.8pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,026 | $4,115-75.1% | $3,263-68.6% | $4,761-78.5% |
| Participant deferral / active EE | $2,563 | $5,223-50.9% | $4,265-39.9% | $5,982-57.1% |
| Admin fee / account holder | $139 | $8,603-98.4% | $6,581-97.9% | $11,246-98.8% |