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 | $17,401 | $84,233-79.3% | $170,442-89.8% | $70,131-75.2% |
| Participation rate | 28.2% | 70.8%-42.6pp | 83.6%-55.4pp | 69.5%-41.3pp |
| Annual return | 36.13% | 23.06%+13.1pp | 205.93%-169.8pp | 73.14%-37.0pp |
| Employer contribution / active EE | $586 | $3,387-82.7% | $5,433-89.2% | $2,342-75.0% |
| Participant deferral / active EE | $2,108 | $3,086-31.7% | $4,939-57.3% | $3,332-36.7% |
| Admin fee / account holder | $108 | $5,698-98.1% | $13,880-99.2% | $4,645-97.7% |