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 | $17,942 | $37,426-52.1% | $77,482-76.8% | $79,858-77.5% |
| Participation rate | 46.7% | 41.5%+5.2pp | 54.2%-7.5pp | 69.6%-23.0pp |
| Annual return | 19.83% | 39.70%-19.9pp | 54.79%-35.0pp | 31.71%-11.9pp |
| Employer contribution / active EE | $436 | $637-31.5% | $986-55.8% | $2,471-82.4% |
| Participant deferral / active EE | $1,303 | $1,260+3.4% | $1,861-30.0% | $3,740-65.2% |
| Admin fee / account holder | $182 | $2,504-92.7% | $2,858-93.6% | $5,306-96.6% |