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 | $40,671 | $157,256-74.1% | $141,162-71.2% | $152,861-73.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 32.35% | 64.32%-32.0pp | 71.39%-39.0pp | 345.32%-313.0pp |
| Employer contribution / active EE | $1,875 | $5,261-64.4% | $4,735-60.4% | $4,762-60.6% |
| Participant deferral / active EE | $5,250 | $7,109-26.2% | $6,709-21.7% | $5,850-10.3% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |