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 | $28,374 | $76,000-62.7% | $154,107-81.6% | $64,186-55.8% |
| Participation rate | 33.3% | 70.4%-37.1pp | 83.0%-49.7pp | 69.6%-36.2pp |
| Annual return | 4.99% | 30.32%-25.3pp | 735.12%-730.1pp | 7.63%-2.6pp |
| Employer contribution / active EE | $415 | $3,351-87.6% | $5,298-92.2% | $2,381-82.6% |
| Participant deferral / active EE | $1,828 | $3,175-42.4% | $5,081-64.0% | $3,470-47.3% |
| Admin fee / account holder | $173 | $5,596-96.9% | $13,411-98.7% | $4,888-96.5% |