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 | $7,553 | $37,426-79.8% | $77,482-90.3% | $79,858-90.5% |
| Participation rate | 39.1% | 41.5%-2.4pp | 54.2%-15.1pp | 69.6%-30.5pp |
| Annual return | 20.02% | 39.70%-19.7pp | 54.79%-34.8pp | 31.71%-11.7pp |
| Employer contribution / active EE | $215 | $637-66.2% | $986-78.2% | $2,471-91.3% |
| Participant deferral / active EE | $514 | $1,260-59.2% | $1,861-72.4% | $3,740-86.3% |
| Admin fee / account holder | $163 | $2,504-93.5% | $2,858-94.3% | $5,306-96.9% |