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 | $28,920 | $98,750-70.7% | $149,696-80.7% | $79,858-63.8% |
| Participation rate | 55.6% | 75.8%-20.2pp | 82.5%-26.9pp | 69.6%-14.1pp |
| Annual return | 18.86% | 27.43%-8.6pp | 276.60%-257.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,901 | $3,216-40.9% | $4,644-59.1% | $2,471-23.1% |
| Participant deferral / active EE | $4,059 | $5,680-28.5% | $6,842-40.7% | $3,740+8.5% |
| Admin fee / account holder | $257 | $6,053-95.8% | $9,309-97.2% | $5,306-95.2% |