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 6-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 | $24,725 | $80,717-69.4% | $154,803-84.0% | $84,808-70.8% |
| Participation rate | 63.2% | 66.8%-3.7pp | 78.1%-14.9pp | 68.3%-5.2pp |
| Annual return | 13.86% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $775 | $2,761-71.9% | $4,305-82.0% | $2,631-70.5% |
| Participant deferral / active EE | $1,944 | $3,303-41.1% | $5,540-64.9% | $4,212-53.8% |
| Admin fee / account holder | $289 | $6,746-95.7% | $14,329-98.0% | $7,344-96.1% |