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 | $34,205 | $49,025-30.2% | $87,507-60.9% | $62,891-45.6% |
| Participation rate | 58.5% | 64.9%-6.4pp | 73.8%-15.3pp | 69.3%-10.8pp |
| Annual return | 5.87% | 10.02%-4.2pp | 12.21%-6.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $634 | $1,372-53.8% | $2,550-75.1% | $2,281-72.2% |
| Participant deferral / active EE | $1,769 | $2,289-22.7% | $3,149-43.8% | $3,203-44.8% |
| Admin fee / account holder | $17 | $4,065-99.6% | $4,221-99.6% | $4,296-99.6% |