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 | $28,739 | $48,230-40.4% | $67,502-57.4% | $80,856-64.5% |
| Participation rate | 58.8% | 66.4%-7.5pp | 72.9%-14.1pp | 67.6%-8.8pp |
| Annual return | 13.26% | 18.28%-5.0pp | 3512.12%-3498.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $687 | $2,020-66.0% | $2,731-74.9% | $2,755-75.1% |
| Participant deferral / active EE | $3,072 | $2,924+5.1% | $4,000-23.2% | $4,296-28.5% |
| Admin fee / account holder | $25 | $3,681-99.3% | $3,998-99.4% | $6,918-99.6% |