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 | $11,158 | $45,073-75.2% | $69,455-83.9% | $72,985-84.7% |
| Participation rate | 46.2% | 68.5%-22.3pp | 74.6%-28.5pp | 69.5%-23.3pp |
| Annual return | 31.47% | 22.65%+8.8pp | 28.97%+2.5pp | 81.00%-49.5pp |
| Employer contribution / active EE | $593 | $2,054-71.1% | $2,779-78.7% | $2,440-75.7% |
| Participant deferral / active EE | $1,647 | $2,602-36.7% | $3,535-53.4% | $3,607-54.3% |
| Admin fee / account holder | $187 | $3,056-93.9% | $3,839-95.1% | $5,124-96.4% |