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 | $29,128 | $135,952-78.6% | $123,892-76.5% | $273,961-89.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 18.09% | 56.63%-38.5pp | 47.52%-29.4pp | 41.45%-23.4pp |
| Employer contribution / active EE | $2,381 | $5,170-53.9% | $4,617-48.4% | $4,869-51.1% |
| Participant deferral / active EE | $9,880 | $6,343+55.8% | $5,984+65.1% | $5,287+86.9% |
| Admin fee / account holder | $36 | $9,817-99.6% | $8,357-99.6% | $10,132-99.6% |