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 | $40,452 | $49,227-17.8% | $70,449-42.6% | $79,858-49.3% |
| Participation rate | 65.5% | 69.2%-3.7pp | 75.1%-9.5pp | 69.6%-4.1pp |
| Annual return | 14.84% | 30.06%-15.2pp | 109.03%-94.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $641 | $2,099-69.5% | $2,737-76.6% | $2,471-74.1% |
| Participant deferral / active EE | $1,719 | $2,768-37.9% | $3,709-53.7% | $3,740-54.0% |
| Admin fee / account holder | $176 | $2,878-93.9% | $3,845-95.4% | $5,306-96.7% |