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 | $24,387 | $52,953-53.9% | $172,739-85.9% | $65,185-62.6% |
| Participation rate | 26.3% | 66.2%-39.9pp | 82.6%-56.3pp | 70.2%-43.9pp |
| Annual return | 31.42% | 30.12%+1.3pp | 802.84%-771.4pp | 29.38%+2.0pp |
| Employer contribution / active EE | $948 | $2,190-56.7% | $5,143-81.6% | $2,177-56.4% |
| Participant deferral / active EE | $1,214 | $2,471-50.8% | $5,198-76.6% | $3,514-65.4% |
| Admin fee / account holder | $154 | $472-67.3% | $13,954-98.9% | $847-81.8% |