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 | $25,739 | $99,079-74.0% | $77,999-67.0% | $273,961-90.6% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.5%-11.9pp | 83.0%-19.4pp |
| Annual return | 20.29% | 217.93%-197.6pp | 425.96%-405.7pp | 41.45%-21.2pp |
| Employer contribution / active EE | $1,779 | $3,308-46.2% | $2,470-28.0% | $4,869-63.5% |
| Participant deferral / active EE | $4,280 | $4,306-0.6% | $3,497+22.4% | $5,287-19.1% |
| Admin fee / account holder | $22 | $8,954-99.8% | $5,480-99.6% | $10,132-99.8% |