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 | $34,778 | $45,035-22.8% | $62,995-44.8% | $70,131-50.4% |
| Participation rate | 34.6% | 69.5%-34.9pp | 74.8%-40.2pp | 69.5%-34.9pp |
| Annual return | 13.62% | 18.76%-5.1pp | 87.57%-74.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $805 | $2,051-60.8% | $2,759-70.8% | $2,342-65.6% |
| Participant deferral / active EE | $2,103 | $2,465-14.7% | $3,329-36.8% | $3,332-36.9% |
| Admin fee / account holder | $30 | $2,834-98.9% | $3,600-99.2% | $4,645-99.3% |