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 | $34,227 | $112,729-69.6% | $98,716-65.3% | $137,256-75.1% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.3%-39.3pp | 80.0%-50.0pp |
| Annual return | 19.39% | 38.48%-19.1pp | 31.81%-12.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $756 | $2,725-72.3% | $2,279-66.8% | $4,156-81.8% |
| Participant deferral / active EE | $1,281 | $4,640-72.4% | $4,048-68.3% | $6,407-80.0% |
| Admin fee / account holder | $26 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |