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 | $29,398 | $37,426-21.5% | $77,482-62.1% | $79,858-63.2% |
| Participation rate | 44.0% | 41.5%+2.5pp | 54.2%-10.2pp | 69.6%-25.6pp |
| Annual return | 29.29% | 39.70%-10.4pp | 54.79%-25.5pp | 31.71%-2.4pp |
| Employer contribution / active EE | $1,114 | $637+74.9% | $986+12.9% | $2,471-54.9% |
| Participant deferral / active EE | $2,509 | $1,260+99.1% | $1,861+34.8% | $3,740-32.9% |
| Admin fee / account holder | $56 | $2,504-97.8% | $2,858-98.0% | $5,306-98.9% |