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 | $29,277 | $69,518-57.9% | $59,878-51.1% | $135,375-78.4% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.7%-24.7pp | 82.6%-32.6pp |
| Annual return | 1.31% | 7.94%-6.6pp | 3.46%-2.1pp | 519.73%-518.4pp |
| Employer contribution / active EE | $1,563 | $3,235-51.7% | $2,722-42.6% | $4,779-67.3% |
| Participant deferral / active EE | $6,680 | $4,206+58.8% | $3,402+96.4% | $5,609+19.1% |
| Admin fee / account holder | $125 | $5,734-97.8% | $3,590-96.5% | $10,827-98.8% |