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 8-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 | $16,026 | $77,899-79.4% | $149,673-89.3% | $75,163-78.7% |
| Participation rate | 61.8% | 65.6%-3.8pp | 78.8%-17.0pp | 67.2%-5.4pp |
| Annual return | 21.50% | 31.72%-10.2pp | 134.42%-112.9pp | 160.62%-139.1pp |
| Employer contribution / active EE | $452 | $3,137-85.6% | $4,818-90.6% | $2,670-83.1% |
| Participant deferral / active EE | $1,574 | $3,411-53.9% | $5,680-72.3% | $4,125-61.9% |
| Admin fee / account holder | $146 | $5,956-97.5% | $13,210-98.9% | $5,651-97.4% |