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 | $12,735 | $49,227-74.1% | $70,449-81.9% | $79,858-84.1% |
| Participation rate | 66.7% | 69.2%-2.5pp | 75.1%-8.4pp | 69.6%-3.0pp |
| Annual return | 12.14% | 30.06%-17.9pp | 109.03%-96.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $395 | $2,099-81.2% | $2,737-85.6% | $2,471-84.0% |
| Participant deferral / active EE | $1,939 | $2,768-29.9% | $3,709-47.7% | $3,740-48.1% |
| Admin fee / account holder | $274 | $2,878-90.5% | $3,845-92.9% | $5,306-94.8% |