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 | $36,373 | $74,888-51.4% | $71,209-48.9% | $142,382-74.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 15.18% | 345.14%-330.0pp | 282.51%-267.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,803 | $2,854-36.8% | $2,721-33.7% | $4,299-58.1% |
| Participant deferral / active EE | $2,615 | $4,454-41.3% | $4,175-37.4% | $6,507-59.8% |
| Admin fee / account holder | $267 | $5,568-95.2% | $5,349-95.0% | $12,624-97.9% |