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 | $16,261 | $102,966-84.2% | $90,281-82.0% | $152,861-89.4% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.4%-26.9pp |
| Annual return | 27.83% | 95.16%-67.3pp | 78.10%-50.3pp | 345.32%-317.5pp |
| Employer contribution / active EE | $982 | $3,139-68.7% | $2,854-65.6% | $4,762-79.4% |
| Participant deferral / active EE | $2,860 | $4,281-33.2% | $3,885-26.4% | $5,850-51.1% |
| Admin fee / account holder | $105 | $6,171-98.3% | $5,351-98.0% | $11,596-99.1% |