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 | $26,232 | $100,004-73.8% | $81,438-67.8% | $145,959-82.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 10.74% | 34.34%-23.6pp | 24.74%-14.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $738 | $2,970-75.1% | $2,460-70.0% | $4,661-84.2% |
| Participant deferral / active EE | $1,797 | $4,603-61.0% | $3,883-53.7% | $6,689-73.1% |
| Admin fee / account holder | $148 | $8,202-98.2% | $5,764-97.4% | $13,398-98.9% |