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 | $23,662 | $100,773-76.5% | $88,946-73.4% | $142,382-83.4% |
| Participation rate | 64.3% | 74.3%-10.0pp | 68.8%-4.6pp | 80.1%-15.8pp |
| Annual return | 15.63% | 70.18%-54.5pp | 57.82%-42.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,099 | $2,918-62.3% | $2,555-57.0% | $4,299-74.4% |
| Participant deferral / active EE | $1,841 | $5,230-64.8% | $4,581-59.8% | $6,507-71.7% |
| Admin fee / account holder | $209 | $9,693-97.8% | $8,261-97.5% | $12,624-98.3% |