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 | $50,720 | $87,841-42.3% | $133,980-62.1% | $62,891-19.4% |
| Participation rate | 35.5% | 83.4%-47.9pp | 87.1%-51.6pp | 69.3%-33.8pp |
| Annual return | 13.06% | 12.05%+1.0pp | 29.30%-16.2pp | 20.14%-7.1pp |
| Employer contribution / active EE | $2,004 | $3,483-42.5% | $5,211-61.5% | $2,281-12.1% |
| Participant deferral / active EE | $4,496 | $4,812-6.6% | $6,282-28.4% | $3,203+40.4% |
| Admin fee / account holder | $87 | $5,371-98.4% | $9,324-99.1% | $4,296-98.0% |