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 | $27,232 | $115,770-76.5% | $101,248-73.1% | $158,922-82.9% |
| Participation rate | 36.4% | 79.4%-43.0pp | 75.8%-39.4pp | 82.0%-45.6pp |
| Annual return | 17.45% | 56.14%-38.7pp | 46.47%-29.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $850 | $4,175-79.6% | $3,660-76.8% | $4,761-82.1% |
| Participant deferral / active EE | $1,419 | $4,957-71.4% | $4,370-67.5% | $5,982-76.3% |
| Admin fee / account holder | $164 | $7,245-97.7% | $5,945-97.2% | $11,246-98.5% |