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 | $49,295 | $76,407-35.5% | $150,298-67.2% | $82,448-40.2% |
| Participation rate | 69.8% | 66.4%+3.4pp | 77.8%-7.9pp | 68.1%+1.7pp |
| Annual return | 17.77% | 39.99%-22.2pp | 62.79%-45.0pp | 41.64%-23.9pp |
| Employer contribution / active EE | $4,112 | $2,614+57.3% | $4,154-1.0% | $2,551+61.2% |
| Participant deferral / active EE | $3,277 | $3,214+1.9% | $5,453-39.9% | $4,139-20.8% |
| Admin fee / account holder | $139 | $6,352-97.8% | $14,116-99.0% | $7,234-98.1% |