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 9-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 | $14,644 | $102,966-85.8% | $90,281-83.8% | $152,861-90.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 27.06% | 95.16%-68.1pp | 78.10%-51.0pp | 345.32%-318.3pp |
| Employer contribution / active EE | $1,598 | $3,139-49.1% | $2,854-44.0% | $4,762-66.5% |
| Participant deferral / active EE | $4,474 | $4,281+4.5% | $3,885+15.2% | $5,850-23.5% |
| Admin fee / account holder | $49 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |