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 | $57,793 | $185,822-68.9% | $169,993-66.0% | $139,434-58.6% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 17.96% | 60.50%-42.5pp | 53.37%-35.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,825 | $7,590-75.9% | $6,785-73.1% | $4,751-61.6% |
| Participant deferral / active EE | $3,898 | $11,622-66.5% | $10,408-62.5% | $6,710-41.9% |
| Admin fee / account holder | $34 | $15,381-99.8% | $12,815-99.7% | $11,403-99.7% |