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 | $11,538 | $46,553-75.2% | $64,056-82.0% | $75,163-84.6% |
| Participation rate | 62.5% | 65.9%-3.4pp | 72.3%-9.8pp | 67.2%-4.7pp |
| Annual return | 18.94% | 26.03%-7.1pp | 33.69%-14.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $631 | $1,974-68.0% | $2,747-77.0% | $2,670-76.4% |
| Participant deferral / active EE | $2,486 | $2,837-12.4% | $3,880-35.9% | $4,125-39.7% |
| Admin fee / account holder | $280 | $2,952-90.5% | $3,068-90.9% | $5,651-95.1% |