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 | $44,750 | $108,825-58.9% | $156,181-71.3% | $82,448-45.7% |
| Participation rate | 25.9% | 72.4%-46.4pp | 78.8%-52.9pp | 68.1%-42.1pp |
| Annual return | 21.55% | 20.59%+1.0pp | 64.87%-43.3pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,240 | $2,870-56.8% | $4,294-71.1% | $2,551-51.4% |
| Participant deferral / active EE | $2,642 | $4,577-42.3% | $6,132-56.9% | $4,139-36.2% |
| Admin fee / account holder | $17 | $9,341-99.8% | $14,586-99.9% | $7,234-99.8% |