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 | $22,893 | $74,888-69.4% | $71,209-67.9% | $142,382-83.9% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 21.90% | 345.14%-323.2pp | 282.51%-260.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $514 | $2,854-82.0% | $2,721-81.1% | $4,299-88.0% |
| Participant deferral / active EE | $872 | $4,454-80.4% | $4,175-79.1% | $6,507-86.6% |
| Admin fee / account holder | $130 | $5,568-97.7% | $5,349-97.6% | $12,624-99.0% |