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 | $33,656 | $99,918-66.3% | $81,382-58.6% | $145,922-76.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 13.71% | 34.32%-20.6pp | 24.73%-11.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $553 | $2,978-81.4% | $2,463-77.5% | $4,660-88.1% |
| Participant deferral / active EE | $1,241 | $4,605-73.0% | $3,883-68.0% | $6,688-81.4% |
| Admin fee / account holder | $20 | $8,212-99.8% | $5,768-99.7% | $13,397-99.9% |