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 | $30,152 | $115,770-74.0% | $101,248-70.2% | $158,922-81.0% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 67.62% | 56.14%+11.5pp | 46.47%+21.1pp | 302.83%-235.2pp |
| Employer contribution / active EE | $817 | $4,175-80.4% | $3,660-77.7% | $4,761-82.8% |
| Participant deferral / active EE | $2,520 | $4,957-49.2% | $4,370-42.3% | $5,982-57.9% |
| Admin fee / account holder | $199 | $7,245-97.3% | $5,945-96.7% | $11,246-98.2% |