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 | $14,764 | $46,553-68.3% | $64,056-77.0% | $75,163-80.4% |
| Participation rate | 69.0% | 65.9%+3.0pp | 72.3%-3.3pp | 67.2%+1.8pp |
| Annual return | 22.23% | 26.03%-3.8pp | 33.69%-11.5pp | 160.62%-138.4pp |
| Employer contribution / active EE | $925 | $1,974-53.1% | $2,747-66.3% | $2,670-65.4% |
| Participant deferral / active EE | $2,630 | $2,837-7.3% | $3,880-32.2% | $4,125-36.2% |
| Admin fee / account holder | $204 | $2,952-93.1% | $3,068-93.3% | $5,651-96.4% |