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 | $22,849 | $91,190-74.9% | $178,490-87.2% | $79,858-71.4% |
| Participation rate | 32.4% | 69.2%-36.8pp | 81.9%-49.5pp | 69.6%-37.2pp |
| Annual return | 11.83% | 24.19%-12.4pp | 151.07%-139.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,536 | $3,256-52.8% | $5,011-69.3% | $2,471-37.8% |
| Participant deferral / active EE | $993 | $3,236-69.3% | $5,202-80.9% | $3,740-73.5% |
| Admin fee / account holder | $290 | $6,751-95.7% | $13,984-97.9% | $5,306-94.5% |