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 | $19,577 | $45,035-56.5% | $62,995-68.9% | $70,131-72.1% |
| Participation rate | 21.6% | 69.5%-48.0pp | 74.8%-53.2pp | 69.5%-48.0pp |
| Annual return | 22.47% | 18.76%+3.7pp | 87.57%-65.1pp | 73.14%-50.7pp |
| Employer contribution / active EE | $537 | $2,051-73.8% | $2,759-80.5% | $2,342-77.1% |
| Participant deferral / active EE | $784 | $2,465-68.2% | $3,329-76.5% | $3,332-76.5% |
| Admin fee / account holder | $188 | $2,834-93.4% | $3,600-94.8% | $4,645-96.0% |