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 | $79,696 | $37,426+112.9% | $77,482+2.9% | $79,858-0.2% |
| Participation rate | 8.0% | 41.5%-33.5pp | 54.2%-46.2pp | 69.6%-61.6pp |
| Annual return | 25.22% | 39.70%-14.5pp | 54.79%-29.6pp | 31.71%-6.5pp |
| Employer contribution / active EE | $129 | $637-79.7% | $986-86.9% | $2,471-94.8% |
| Participant deferral / active EE | $1,560 | $1,260+23.8% | $1,861-16.2% | $3,740-58.3% |
| Admin fee / account holder | $20 | $2,504-99.2% | $2,858-99.3% | $5,306-99.6% |