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 | $25,935 | $172,111-84.9% | $150,298-82.7% | $137,256-81.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 48.82% | 69.37%-20.6pp | 62.79%-14.0pp | 220.34%-171.5pp |
| Employer contribution / active EE | $2,399 | $4,636-48.3% | $4,154-42.3% | $4,156-42.3% |
| Participant deferral / active EE | $5,240 | $6,166-15.0% | $5,453-3.9% | $6,407-18.2% |
| Admin fee / account holder | $251 | $16,471-98.5% | $14,116-98.2% | $12,270-98.0% |