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 | $34,538 | $232,540-85.1% | $185,117-81.3% | $147,584-76.6% |
| Participation rate | 37.5% | 82.4%-44.9pp | 77.3%-39.8pp | 82.8%-45.3pp |
| Annual return | 21.60% | 43.03%-21.4pp | 40.50%-18.9pp | 578.55%-556.9pp |
| Employer contribution / active EE | $863 | $5,195-83.4% | $4,182-79.4% | $4,876-82.3% |
| Participant deferral / active EE | $4,304 | $5,834-26.2% | $5,045-14.7% | $5,439-20.9% |
| Admin fee / account holder | $240 | $10,275-97.7% | $8,159-97.1% | $10,885-97.8% |