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 | $31,166 | $48,046-35.1% | $84,611-63.2% | $72,985-57.3% |
| Participation rate | 23.5% | 57.6%-34.1pp | 68.2%-44.7pp | 69.5%-46.0pp |
| Annual return | 23.57% | 37.38%-13.8pp | 258.74%-235.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,242 | $2,680-53.7% | $3,899-68.1% | $3,607-65.6% |
| Admin fee / account holder | $157 | $3,395-95.4% | $4,912-96.8% | $5,124-96.9% |