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 | $35,860 | $115,770-69.0% | $101,248-64.6% | $158,922-77.4% |
| Participation rate | 57.9% | 79.4%-21.5pp | 75.8%-17.9pp | 82.0%-24.1pp |
| Annual return | 22.63% | 56.14%-33.5pp | 46.47%-23.8pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,796 | $4,175-57.0% | $3,660-50.9% | $4,761-62.3% |
| Participant deferral / active EE | $3,460 | $4,957-30.2% | $4,370-20.8% | $5,982-42.2% |
| Admin fee / account holder | $120 | $7,245-98.3% | $5,945-98.0% | $11,246-98.9% |