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 | $37,229 | $78,672-52.7% | $109,143-65.9% | $85,850-56.6% |
| Participation rate | 64.0% | 68.3%-4.3pp | 75.9%-11.9pp | 69.3%-5.3pp |
| Annual return | 19.74% | 25.09%-5.3pp | 25.75%-6.0pp | 318.53%-298.8pp |
| Employer contribution / active EE | $1,667 | $2,735-39.1% | $3,722-55.2% | $2,565-35.0% |
| Participant deferral / active EE | $2,934 | $3,467-15.4% | $4,653-36.9% | $3,952-25.7% |
| Admin fee / account holder | $226 | $5,469-95.9% | $6,752-96.7% | $6,260-96.4% |