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 | $56,949 | $89,753-36.5% | $107,525-47.0% | $84,808-32.8% |
| Participation rate | 38.7% | 68.1%-29.4pp | 75.1%-36.4pp | 68.3%-29.6pp |
| Annual return | 21.82% | 29.48%-7.7pp | 181.32%-159.5pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,517 | $3,113-51.3% | $3,754-59.6% | $2,631-42.4% |
| Participant deferral / active EE | $1,737 | $4,056-57.2% | $5,116-66.0% | $4,212-58.8% |
| Admin fee / account holder | $29 | $7,222-99.6% | $8,919-99.7% | $7,344-99.6% |