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 | $51,027 | $115,770-55.9% | $101,248-49.6% | $158,922-67.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 18.92% | 56.14%-37.2pp | 46.47%-27.6pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,692 | $4,175-35.5% | $3,660-26.4% | $4,761-43.5% |
| Participant deferral / active EE | $4,839 | $4,957-2.4% | $4,370+10.7% | $5,982-19.1% |
| Admin fee / account holder | $107 | $7,245-98.5% | $5,945-98.2% | $11,246-99.1% |