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 | $28,376 | $72,277-60.7% | $101,248-72.0% | $79,858-64.5% |
| Participation rate | 61.8% | 68.5%-6.7pp | 75.8%-14.0pp | 69.6%-7.9pp |
| Annual return | 31.28% | 22.30%+9.0pp | 46.47%-15.2pp | 31.71%-0.4pp |
| Employer contribution / active EE | $2,575 | $2,692-4.3% | $3,660-29.6% | $2,471+4.2% |
| Participant deferral / active EE | $5,744 | $3,282+75.0% | $4,370+31.4% | $3,740+53.6% |
| Admin fee / account holder | $297 | $4,400-93.2% | $5,945-95.0% | $5,306-94.4% |