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 | $26,278 | $176,377-85.1% | $134,143-80.4% | $158,922-83.5% |
| Participation rate | 38.5% | 78.7%-40.2pp | 72.2%-33.7pp | 82.0%-43.5pp |
| Annual return | 23.48% | 63.63%-40.1pp | 36.33%-12.9pp | 302.83%-279.3pp |
| Employer contribution / active EE | $1,028 | $5,040-79.6% | $3,704-72.2% | $4,761-78.4% |
| Participant deferral / active EE | $1,264 | $4,091-69.1% | $3,499-63.9% | $5,982-78.9% |
| Admin fee / account holder | $110 | $8,718-98.7% | $6,684-98.4% | $11,246-99.0% |