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 7-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 | $9,427 | $37,426-74.8% | $77,482-87.8% | $79,858-88.2% |
| Participation rate | 35.0% | 41.5%-6.5pp | 54.2%-19.2pp | 69.6%-34.6pp |
| Annual return | 32.21% | 39.70%-7.5pp | 54.79%-22.6pp | 31.71%+0.5pp |
| Employer contribution / active EE | $509 | $637-20.1% | $986-48.4% | $2,471-79.4% |
| Participant deferral / active EE | $1,374 | $1,260+9.0% | $1,861-26.2% | $3,740-63.3% |
| Admin fee / account holder | $118 | $2,504-95.3% | $2,858-95.9% | $5,306-97.8% |