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 | $35,138 | $72,277-51.4% | $101,248-65.3% | $79,858-56.0% |
| Participation rate | 27.6% | 68.5%-40.9pp | 75.8%-48.2pp | 69.6%-42.0pp |
| Annual return | 28.64% | 22.30%+6.3pp | 46.47%-17.8pp | 31.71%-3.1pp |
| Employer contribution / active EE | $1,254 | $2,692-53.4% | $3,660-65.7% | $2,471-49.3% |
| Participant deferral / active EE | $1,875 | $3,282-42.9% | $4,370-57.1% | $3,740-49.9% |
| Admin fee / account holder | $20 | $4,400-99.5% | $5,945-99.7% | $5,306-99.6% |