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 | $34,627 | $77,899-55.5% | $149,673-76.9% | $75,163-53.9% |
| Participation rate | 40.0% | 65.6%-25.6pp | 78.8%-38.8pp | 67.2%-27.2pp |
| Annual return | 24.74% | 31.72%-7.0pp | 134.42%-109.7pp | 160.62%-135.9pp |
| Employer contribution / active EE | $1,464 | $3,137-53.3% | $4,818-69.6% | $2,670-45.2% |
| Participant deferral / active EE | $2,409 | $3,411-29.4% | $5,680-57.6% | $4,125-41.6% |
| Admin fee / account holder | $16 | $5,956-99.7% | $13,210-99.9% | $5,651-99.7% |