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 | $55,366 | $102,966-46.2% | $90,281-38.7% | $152,861-63.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 13.10% | 95.16%-82.1pp | 78.10%-65.0pp | 345.32%-332.2pp |
| Employer contribution / active EE | $879 | $3,139-72.0% | $2,854-69.2% | $4,762-81.6% |
| Participant deferral / active EE | $879 | $4,281-79.5% | $3,885-77.4% | $5,850-85.0% |
| Admin fee / account holder | $269 | $6,171-95.6% | $5,351-95.0% | $11,596-97.7% |