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 | $22,277 | $65,365-65.9% | $92,893-76.0% | $72,985-69.5% |
| Participation rate | 35.5% | 68.3%-32.8pp | 76.0%-40.5pp | 69.5%-34.0pp |
| Annual return | 30.95% | 42.10%-11.2pp | 109.41%-78.5pp | 81.00%-50.1pp |
| Employer contribution / active EE | $1,287 | $2,594-50.4% | $3,653-64.8% | $2,440-47.3% |
| Participant deferral / active EE | $1,936 | $3,128-38.1% | $4,236-54.3% | $3,607-46.3% |
| Admin fee / account holder | $15 | $4,251-99.6% | $5,794-99.7% | $5,124-99.7% |