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 | $22,959 | $135,952-83.1% | $123,892-81.5% | $273,961-91.6% |
| Participation rate | 53.8% | 84.1%-30.2pp | 81.4%-27.6pp | 83.0%-29.2pp |
| Annual return | 14.82% | 56.63%-41.8pp | 47.52%-32.7pp | 41.45%-26.6pp |
| Employer contribution / active EE | $1,552 | $5,170-70.0% | $4,617-66.4% | $4,869-68.1% |
| Participant deferral / active EE | $3,732 | $6,343-41.2% | $5,984-37.6% | $5,287-29.4% |
| Admin fee / account holder | $79 | $9,817-99.2% | $8,357-99.1% | $10,132-99.2% |