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 8-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 | $21,682 | $102,966-78.9% | $90,281-76.0% | $152,861-85.8% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.4%-42.4pp |
| Annual return | 24.09% | 95.16%-71.1pp | 78.10%-54.0pp | 345.32%-321.2pp |
| Employer contribution / active EE | $739 | $3,139-76.4% | $2,854-74.1% | $4,762-84.5% |
| Participant deferral / active EE | $1,283 | $4,281-70.0% | $3,885-67.0% | $5,850-78.1% |
| Admin fee / account holder | $93 | $6,171-98.5% | $5,351-98.3% | $11,596-99.2% |