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 | $29,855 | $107,334-72.2% | $92,893-67.9% | $152,861-80.5% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.4%-27.9pp |
| Annual return | 194.75% | 145.58%+49.2pp | 109.41%+85.3pp | 345.32%-150.6pp |
| Employer contribution / active EE | $1,283 | $4,221-69.6% | $3,653-64.9% | $4,762-73.1% |
| Participant deferral / active EE | $4,297 | $4,845-11.3% | $4,236+1.4% | $5,850-26.5% |
| Admin fee / account holder | $294 | $7,079-95.8% | $5,794-94.9% | $11,596-97.5% |