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 | $26,889 | $61,774-56.5% | $97,226-72.3% | $80,856-66.7% |
| Participation rate | 61.9% | 63.5%-1.6pp | 72.7%-10.8pp | 67.6%-5.7pp |
| Annual return | 14.79% | -557.90%+572.7pp | 75.13%-60.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,204 | $1,837-34.4% | $2,729-55.9% | $2,755-56.3% |
| Participant deferral / active EE | $1,884 | $3,029-37.8% | $4,264-55.8% | $4,296-56.1% |
| Admin fee / account holder | $260 | $5,166-95.0% | $5,654-95.4% | $6,918-96.2% |