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 | $23,378 | $43,327-46.0% | $59,878-61.0% | $64,186-63.6% |
| Participation rate | 15.6% | 69.2%-53.6pp | 74.7%-59.1pp | 69.6%-54.0pp |
| Annual return | 18.14% | -1.55%+19.7pp | 3.46%+14.7pp | 7.63%+10.5pp |
| Employer contribution / active EE | $1,027 | $2,028-49.3% | $2,722-62.2% | $2,381-56.8% |
| Participant deferral / active EE | $2,247 | $2,546-11.7% | $3,402-33.9% | $3,470-35.2% |
| Admin fee / account holder | $59 | $3,005-98.0% | $3,590-98.4% | $4,888-98.8% |