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 | $26,727 | $89,355-70.1% | $141,162-81.1% | $72,985-63.4% |
| Participation rate | 64.6% | 75.1%-10.6pp | 82.5%-17.9pp | 69.5%-4.9pp |
| Annual return | 68.75% | 111.85%-43.1pp | 71.39%-2.6pp | 81.00%-12.3pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,148 | $5,418+50.4% | $6,709+21.4% | $3,607+125.9% |
| Admin fee / account holder | $29 | $5,958-99.5% | $10,261-99.7% | $5,124-99.4% |