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 | $33,238 | $81,625-59.3% | $58,482-43.2% | $139,434-76.2% |
| Participation rate | 19.0% | 61.3%-42.3pp | 50.9%-31.8pp | 80.3%-61.3pp |
| Annual return | 23.77% | 7404.20%-7380.4pp | 4239.32%-4215.5pp | 372.94%-349.2pp |
| Employer contribution / active EE | $409 | $1,398-70.7% | $1,053-61.2% | $4,751-91.4% |
| Participant deferral / active EE | $1,715 | $2,557-32.9% | $1,924-10.9% | $6,710-74.4% |
| Admin fee / account holder | $243 | $3,265-92.6% | $2,516-90.4% | $11,403-97.9% |