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 | $28,767 | $72,012-60.1% | $185,823-84.5% | $79,858-64.0% |
| Participation rate | 58.1% | 65.8%-7.7pp | 78.0%-20.0pp | 69.6%-11.6pp |
| Annual return | 24.10% | 23.12%+1.0pp | 35.95%-11.9pp | 31.71%-7.6pp |
| Employer contribution / active EE | $2,207 | $1,965+12.3% | $4,087-46.0% | $2,471-10.7% |
| Participant deferral / active EE | $4,212 | $3,779+11.5% | $5,632-25.2% | $3,740+12.6% |
| Admin fee / account holder | $270 | $4,513-94.0% | $9,500-97.2% | $5,306-94.9% |