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 8-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 | $18,301 | $49,922-63.3% | $80,569-77.3% | $75,163-75.7% |
| Participation rate | 66.3% | 55.3%+11.0pp | 67.0%-0.7pp | 67.2%-0.9pp |
| Annual return | 15.81% | 34.69%-18.9pp | 935.43%-919.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $780 | $1,698-54.1% | $2,723-71.4% | $2,670-70.8% |
| Participant deferral / active EE | $1,147 | $2,990-61.6% | $4,447-74.2% | $4,125-72.2% |
| Admin fee / account holder | $269 | $3,577-92.5% | $5,377-95.0% | $5,651-95.2% |