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 | $27,124 | $117,381-76.9% | $99,443-72.7% | $152,861-82.3% |
| Participation rate | 44.4% | 77.5%-33.1pp | 73.8%-29.4pp | 82.4%-38.0pp |
| Annual return | 20.91% | 31.87%-11.0pp | 30.72%-9.8pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,052 | $3,013-65.1% | $2,540-58.6% | $4,762-77.9% |
| Participant deferral / active EE | $1,706 | $4,086-58.3% | $3,619-52.9% | $5,850-70.8% |
| Admin fee / account holder | $282 | $7,631-96.3% | $6,250-95.5% | $11,596-97.6% |