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 | $36,069 | $157,256-77.1% | $141,162-74.4% | $152,861-76.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 29.02% | 64.32%-35.3pp | 71.39%-42.4pp | 345.32%-316.3pp |
| Employer contribution / active EE | $1,877 | $5,261-64.3% | $4,735-60.4% | $4,762-60.6% |
| Participant deferral / active EE | $3,247 | $7,109-54.3% | $6,709-51.6% | $5,850-44.5% |
| Admin fee / account holder | $153 | $12,120-98.7% | $10,261-98.5% | $11,596-98.7% |