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 | $38,040 | $112,881-66.3% | $90,951-58.2% | $158,922-76.1% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 14.50% | 215.79%-201.3pp | 134.60%-120.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,527 | $2,893-12.7% | $2,122+19.1% | $4,761-46.9% |
| Participant deferral / active EE | $10,260 | $4,128+148.6% | $3,373+204.2% | $5,982+71.5% |
| Admin fee / account holder | $161 | $8,041-98.0% | $5,959-97.3% | $11,246-98.6% |