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 | $31,641 | $72,492-56.4% | $87,100-63.7% | $72,985-56.6% |
| Participation rate | 53.1% | 72.8%-19.7pp | 76.9%-23.7pp | 69.5%-16.4pp |
| Annual return | 27.05% | 24.46%+2.6pp | 28.19%-1.1pp | 81.00%-54.0pp |
| Employer contribution / active EE | $2,319 | $1,894+22.4% | $2,521-8.0% | $2,440-5.0% |
| Participant deferral / active EE | $4,826 | $3,270+47.6% | $4,049+19.2% | $3,607+33.8% |
| Admin fee / account holder | $93 | $5,055-98.2% | $7,497-98.8% | $5,124-98.2% |