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 3-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 | $21,239 | $180,749-88.2% | $160,784-86.8% | $137,256-84.5% |
| Participation rate | 44.4% | 80.0%-35.5pp | 77.0%-32.5pp | 80.0%-35.5pp |
| Annual return | 11.17% | 2234.46%-2223.3pp | 1803.92%-1792.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $561 | $4,155-86.5% | $3,733-85.0% | $4,156-86.5% |
| Participant deferral / active EE | $4,333 | $6,844-36.7% | $6,293-31.1% | $6,407-32.4% |
| Admin fee / account holder | $139 | $10,397-98.7% | $9,717-98.6% | $12,270-98.9% |