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 | $20,998 | $107,934-80.5% | $91,989-77.2% | $152,861-86.3% |
| Participation rate | 60.0% | 81.2%-21.2pp | 78.6%-18.6pp | 82.4%-22.4pp |
| Annual return | 29.91% | 89.24%-59.3pp | 69.02%-39.1pp | 345.32%-315.4pp |
| Employer contribution / active EE | $1,800 | $4,210-57.2% | $3,452-47.9% | $4,762-62.2% |
| Participant deferral / active EE | $3,407 | $6,364-46.5% | $5,923-42.5% | $5,850-41.8% |
| Admin fee / account holder | $15 | $10,520-99.9% | $7,743-99.8% | $11,596-99.9% |