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 | $29,581 | $78,103-62.1% | $289,028-89.8% | $116,875-74.7% |
| Participation rate | 59.3% | 69.5%-10.2pp | 78.0%-18.7pp | 74.5%-15.3pp |
| Annual return | 17.05% | 15.26%+1.8pp | 243.94%-226.9pp | 16.29%+0.8pp |
| Employer contribution / active EE | $2,029 | $2,718-25.3% | $6,326-67.9% | $3,288-38.3% |
| Participant deferral / active EE | $3,464 | $2,921+18.6% | $4,804-27.9% | $3,885-10.8% |
| Admin fee / account holder | $152 | $8,683-98.3% | $14,050-98.9% | $12,263-98.8% |