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 | $25,492 | $76,367-66.6% | $93,606-72.8% | $72,985-65.1% |
| Participation rate | 29.5% | 71.7%-42.2pp | 75.8%-46.3pp | 69.5%-39.9pp |
| Annual return | 25.21% | 25.82%-0.6pp | 32.76%-7.6pp | 81.00%-55.8pp |
| Employer contribution / active EE | $760 | $2,275-66.6% | $2,718-72.1% | $2,440-68.9% |
| Participant deferral / active EE | $1,679 | $3,538-52.5% | $4,069-58.7% | $3,607-53.5% |
| Admin fee / account holder | $199 | $6,838-97.1% | $7,888-97.5% | $5,124-96.1% |