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 | $71,620 | $96,635-25.9% | $86,612-17.3% | $139,434-48.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 17.62% | 106.41%-88.8pp | 591.07%-573.4pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,215 | $3,263-32.1% | $3,022-26.7% | $4,751-53.4% |
| Participant deferral / active EE | $4,389 | $4,836-9.2% | $4,438-1.1% | $6,710-34.6% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |