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 | $38,038 | $67,606-43.7% | $82,313-53.8% | $70,131-45.8% |
| Participation rate | 59.1% | 72.8%-13.6pp | 76.9%-17.8pp | 69.5%-10.4pp |
| Annual return | 18.92% | 21.57%-2.6pp | 25.88%-7.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,709 | $1,755-2.6% | $2,428-29.6% | $2,342-27.0% |
| Participant deferral / active EE | $3,071 | $2,987+2.8% | $3,706-17.1% | $3,332-7.8% |
| Admin fee / account holder | $149 | $4,512-96.7% | $5,608-97.3% | $4,645-96.8% |