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 | $17,816 | $115,770-84.6% | $101,248-82.4% | $158,922-88.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 20.62% | 56.14%-35.5pp | 46.47%-25.9pp | 302.83%-282.2pp |
| Employer contribution / active EE | $2,378 | $4,175-43.0% | $3,660-35.0% | $4,761-50.1% |
| Participant deferral / active EE | $3,129 | $4,957-36.9% | $4,370-28.4% | $5,982-47.7% |
| Admin fee / account holder | $19 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |