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 | $18,790 | $115,770-83.8% | $101,248-81.4% | $158,922-88.2% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 19.68% | 56.14%-36.5pp | 46.47%-26.8pp | 302.83%-283.1pp |
| Employer contribution / active EE | $948 | $4,175-77.3% | $3,660-74.1% | $4,761-80.1% |
| Participant deferral / active EE | $1,392 | $4,957-71.9% | $4,370-68.1% | $5,982-76.7% |
| Admin fee / account holder | $149 | $7,245-97.9% | $5,945-97.5% | $11,246-98.7% |