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 | $15,393 | $77,899-80.2% | $149,673-89.7% | $75,163-79.5% |
| Participation rate | 60.0% | 65.6%-5.6pp | 78.8%-18.8pp | 67.2%-7.2pp |
| Annual return | 22.64% | 31.72%-9.1pp | 134.42%-111.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $762 | $3,137-75.7% | $4,818-84.2% | $2,670-71.5% |
| Participant deferral / active EE | $1,932 | $3,411-43.3% | $5,680-66.0% | $4,125-53.2% |
| Admin fee / account holder | $129 | $5,956-97.8% | $13,210-99.0% | $5,651-97.7% |