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 | $21,876 | $95,416-77.1% | $185,823-88.2% | $85,850-74.5% |
| Participation rate | 45.9% | 68.8%-22.8pp | 81.7%-35.8pp | 69.3%-23.4pp |
| Annual return | 15.90% | 23.59%-7.7pp | 122.05%-106.1pp | 318.53%-302.6pp |
| Employer contribution / active EE | $967 | $3,314-70.8% | $5,167-81.3% | $2,565-62.3% |
| Participant deferral / active EE | $1,148 | $3,423-66.5% | $5,568-79.4% | $3,952-71.0% |
| Admin fee / account holder | $27 | $7,213-99.6% | $16,237-99.8% | $6,260-99.6% |