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 | $19,035 | $106,890-82.2% | $84,015-77.3% | $152,861-87.5% |
| Participation rate | 27.3% | 75.2%-48.0pp | 69.0%-41.7pp | 82.4%-55.2pp |
| Annual return | 18.33% | 104.99%-86.7pp | 71.31%-53.0pp | 345.32%-327.0pp |
| Employer contribution / active EE | $946 | $2,734-65.4% | $1,983-52.3% | $4,762-80.1% |
| Participant deferral / active EE | $1,746 | $4,011-56.5% | $3,239-46.1% | $5,850-70.1% |
| Admin fee / account holder | $71 | $8,285-99.1% | $6,101-98.8% | $11,596-99.4% |