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 | $26,085 | $73,933-64.7% | $96,683-73.0% | $75,163-65.3% |
| Participation rate | 30.4% | 66.4%-36.0pp | 74.3%-43.9pp | 67.2%-36.8pp |
| Annual return | 25.35% | 26.70%-1.3pp | 35.69%-10.3pp | 160.62%-135.3pp |
| Employer contribution / active EE | $980 | $2,928-66.5% | $3,737-73.8% | $2,670-63.3% |
| Participant deferral / active EE | $1,955 | $3,659-46.6% | $4,878-59.9% | $4,125-52.6% |
| Admin fee / account holder | $184 | $5,216-96.5% | $6,730-97.3% | $5,651-96.7% |