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 | $38,056 | $81,208-53.1% | $98,907-61.5% | $79,858-52.3% |
| Participation rate | 59.2% | 72.5%-13.3pp | 76.0%-16.8pp | 69.6%-10.4pp |
| Annual return | 19.34% | 60.99%-41.7pp | 196.43%-177.1pp | 31.71%-12.4pp |
| Employer contribution / active EE | $827 | $1,960-57.8% | $2,689-69.2% | $2,471-66.5% |
| Participant deferral / active EE | $2,618 | $3,265-19.8% | $4,244-38.3% | $3,740-30.0% |
| Admin fee / account holder | $181 | $6,013-97.0% | $6,642-97.3% | $5,306-96.6% |