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 | $55,529 | $106,515-47.9% | $96,683-42.6% | $139,434-60.2% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 19.23% | 38.43%-19.2pp | 35.69%-16.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,320 | $4,103-67.8% | $3,737-64.7% | $4,751-72.2% |
| Participant deferral / active EE | $4,836 | $5,454-11.3% | $4,878-0.9% | $6,710-27.9% |
| Admin fee / account holder | $19 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |