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 | $42,529 | $136,179-68.8% | $98,755-56.9% | $167,490-74.6% |
| Participation rate | 10.5% | 70.2%-59.7pp | 65.7%-55.2pp | 82.1%-71.6pp |
| Annual return | 10.45% | 67.53%-57.1pp | 49.91%-39.5pp | 478.56%-468.1pp |
| Employer contribution / active EE | $761 | $2,631-71.1% | $2,067-63.2% | $4,837-84.3% |
| Participant deferral / active EE | $1,236 | $3,716-66.7% | $3,035-59.3% | $6,341-80.5% |
| Admin fee / account holder | $223 | $5,031-95.6% | $4,076-94.5% | $12,309-98.2% |