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 | $26,247 | $73,933-64.5% | $96,683-72.9% | $75,163-65.1% |
| Participation rate | 55.9% | 66.4%-10.5pp | 74.3%-18.5pp | 67.2%-11.3pp |
| Annual return | 29.69% | 26.70%+3.0pp | 35.69%-6.0pp | 160.62%-130.9pp |
| Employer contribution / active EE | $1,421 | $2,928-51.5% | $3,737-62.0% | $2,670-46.8% |
| Participant deferral / active EE | $4,117 | $3,659+12.5% | $4,878-15.6% | $4,125-0.2% |
| Admin fee / account holder | $110 | $5,216-97.9% | $6,730-98.4% | $5,651-98.1% |