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 6-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 | $22,872 | $69,207-67.0% | $64,056-64.3% | $139,434-83.6% |
| Participation rate | 56.5% | 75.6%-19.1pp | 72.3%-15.8pp | 80.3%-23.8pp |
| Annual return | 23.53% | 45.88%-22.3pp | 33.69%-10.2pp | 372.94%-349.4pp |
| Employer contribution / active EE | $742 | $3,182-76.7% | $2,747-73.0% | $4,751-84.4% |
| Participant deferral / active EE | $912 | $4,682-80.5% | $3,880-76.5% | $6,710-86.4% |
| Admin fee / account holder | $92 | $4,244-97.8% | $3,068-97.0% | $11,403-99.2% |