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 | $44,201 | $112,729-60.8% | $98,716-55.2% | $137,256-67.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 23.23% | 38.48%-15.2pp | 31.81%-8.6pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,403 | $2,725-48.5% | $2,279-38.4% | $4,156-66.2% |
| Participant deferral / active EE | $5,891 | $4,640+26.9% | $4,048+45.5% | $6,407-8.1% |
| Admin fee / account holder | $139 | $10,129-98.6% | $8,703-98.4% | $12,270-98.9% |