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 | $33,616 | $115,770-71.0% | $101,248-66.8% | $158,922-78.8% |
| Participation rate | 41.7% | 79.4%-37.7pp | 75.8%-34.1pp | 82.0%-40.3pp |
| Annual return | 23.25% | 56.14%-32.9pp | 46.47%-23.2pp | 302.83%-279.6pp |
| Employer contribution / active EE | $900 | $4,175-78.4% | $3,660-75.4% | $4,761-81.1% |
| Participant deferral / active EE | $2,817 | $4,957-43.2% | $4,370-35.5% | $5,982-52.9% |
| Admin fee / account holder | $216 | $7,245-97.0% | $5,945-96.4% | $11,246-98.1% |