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 8-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 | $12,157 | $45,073-73.0% | $69,455-82.5% | $72,985-83.3% |
| Participation rate | 57.7% | 68.5%-10.8pp | 74.6%-16.9pp | 69.5%-11.8pp |
| Annual return | 11.23% | 22.65%-11.4pp | 28.97%-17.7pp | 81.00%-69.8pp |
| Employer contribution / active EE | $1,594 | $2,054-22.4% | $2,779-42.6% | $2,440-34.7% |
| Participant deferral / active EE | $1,820 | $2,602-30.0% | $3,535-48.5% | $3,607-49.5% |
| Admin fee / account holder | $226 | $3,056-92.6% | $3,839-94.1% | $5,124-95.6% |