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 | $14,431 | $43,327-66.7% | $59,878-75.9% | $64,186-77.5% |
| Participation rate | 48.4% | 69.2%-20.8pp | 74.7%-26.3pp | 69.6%-21.2pp |
| Annual return | 53.05% | -1.55%+54.6pp | 3.46%+49.6pp | 7.63%+45.4pp |
| Employer contribution / active EE | $1,349 | $2,028-33.5% | $2,722-50.4% | $2,381-43.3% |
| Participant deferral / active EE | $2,086 | $2,546-18.1% | $3,402-38.7% | $3,470-39.9% |
| Admin fee / account holder | $52 | $3,005-98.3% | $3,590-98.6% | $4,888-98.9% |