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 | $32,195 | $142,405-77.4% | $115,157-72.0% | $152,861-78.9% |
| Participation rate | 61.5% | 82.4%-20.8pp | 75.9%-14.4pp | 82.4%-20.9pp |
| Annual return | 21.42% | 41.48%-20.1pp | 35.60%-14.2pp | 345.32%-323.9pp |
| Employer contribution / active EE | $907 | $4,010-77.4% | $3,179-71.5% | $4,762-80.9% |
| Participant deferral / active EE | $4,101 | $5,164-20.6% | $4,168-1.6% | $5,850-29.9% |
| Admin fee / account holder | $188 | $8,462-97.8% | $7,088-97.4% | $11,596-98.4% |