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 | $51,135 | $117,983-56.7% | $101,794-49.8% | $142,382-64.1% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.2%-12.0pp | 80.1%-23.0pp |
| Annual return | 16.99% | 36.92%-19.9pp | 30.53%-13.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,772 | $2,773-36.1% | $2,289-22.6% | $4,299-58.8% |
| Participant deferral / active EE | $2,955 | $4,714-37.3% | $4,084-27.7% | $6,507-54.6% |
| Admin fee / account holder | $186 | $10,433-98.2% | $8,777-97.9% | $12,624-98.5% |