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 | $39,276 | $115,770-66.1% | $101,248-61.2% | $158,922-75.3% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 21.76% | 56.14%-34.4pp | 46.47%-24.7pp | 302.83%-281.1pp |
| Employer contribution / active EE | $974 | $4,175-76.7% | $3,660-73.4% | $4,761-79.5% |
| Participant deferral / active EE | $11,272 | $4,957+127.4% | $4,370+157.9% | $5,982+88.4% |
| Admin fee / account holder | $181 | $7,245-97.5% | $5,945-97.0% | $11,246-98.4% |