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 | $11,839 | $46,553-74.6% | $64,056-81.5% | $75,163-84.2% |
| Participation rate | 50.0% | 65.9%-15.9pp | 72.3%-22.3pp | 67.2%-17.2pp |
| Annual return | 49.97% | 26.03%+23.9pp | 33.69%+16.3pp | 160.62%-110.6pp |
| Employer contribution / active EE | $640 | $1,974-67.6% | $2,747-76.7% | $2,670-76.0% |
| Participant deferral / active EE | $1,910 | $2,837-32.7% | $3,880-50.8% | $4,125-53.7% |
| Admin fee / account holder | $136 | $2,952-95.4% | $3,068-95.6% | $5,651-97.6% |