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 | $21,805 | $46,553-53.2% | $64,056-66.0% | $75,163-71.0% |
| Participation rate | 63.8% | 65.9%-2.1pp | 72.3%-8.5pp | 67.2%-3.4pp |
| Annual return | 19.60% | 26.03%-6.4pp | 33.69%-14.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $559 | $1,974-71.7% | $2,747-79.6% | $2,670-79.1% |
| Participant deferral / active EE | $2,028 | $2,837-28.5% | $3,880-47.7% | $4,125-50.8% |
| Admin fee / account holder | $53 | $2,952-98.2% | $3,068-98.3% | $5,651-99.1% |