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 | $31,257 | $102,966-69.6% | $90,281-65.4% | $152,861-79.6% |
| Participation rate | 28.6% | 75.9%-47.3pp | 73.3%-44.7pp | 82.4%-53.9pp |
| Annual return | 42.91% | 95.16%-52.3pp | 78.10%-35.2pp | 345.32%-302.4pp |
| Employer contribution / active EE | $647 | $3,139-79.4% | $2,854-77.3% | $4,762-86.4% |
| Participant deferral / active EE | $3,853 | $4,281-10.0% | $3,885-0.8% | $5,850-34.1% |
| Admin fee / account holder | $114 | $6,171-98.1% | $5,351-97.9% | $11,596-99.0% |