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 | $23,919 | $46,553-48.6% | $64,056-62.7% | $75,163-68.2% |
| Participation rate | 51.9% | 65.9%-14.1pp | 72.3%-20.5pp | 67.2%-15.3pp |
| Annual return | 13.68% | 26.03%-12.4pp | 33.69%-20.0pp | 160.62%-146.9pp |
| Employer contribution / active EE | $937 | $1,974-52.5% | $2,747-65.9% | $2,670-64.9% |
| Participant deferral / active EE | $2,726 | $2,837-3.9% | $3,880-29.7% | $4,125-33.9% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |