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 | $20,146 | $72,012-72.0% | $185,823-89.2% | $79,858-74.8% |
| Participation rate | 59.4% | 65.8%-6.3pp | 78.0%-18.6pp | 69.6%-10.2pp |
| Annual return | 21.53% | 23.12%-1.6pp | 35.95%-14.4pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,050 | $1,965-46.6% | $4,087-74.3% | $2,471-57.5% |
| Participant deferral / active EE | $2,874 | $3,779-23.9% | $5,632-49.0% | $3,740-23.2% |
| Admin fee / account holder | $271 | $4,513-94.0% | $9,500-97.1% | $5,306-94.9% |