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 | $9,524 | $90,600-89.5% | $79,464-88.0% | $135,375-93.0% |
| Participation rate | 36.8% | 76.0%-39.2pp | 73.3%-36.5pp | 82.6%-45.8pp |
| Annual return | 21.00% | 977.43%-956.4pp | 718.14%-697.1pp | 519.73%-498.7pp |
| Employer contribution / active EE | $2,199 | $3,068-28.3% | $2,800-21.5% | $4,779-54.0% |
| Participant deferral / active EE | $788 | $4,050-80.5% | $3,704-78.7% | $5,609-85.9% |
| Admin fee / account holder | $213 | $5,907-96.4% | $5,113-95.8% | $10,827-98.0% |