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 7-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 | $23,543 | $78,672-70.1% | $109,143-78.4% | $85,850-72.6% |
| Participation rate | 40.0% | 68.3%-28.3pp | 75.9%-35.9pp | 69.3%-29.3pp |
| Annual return | 17.32% | 25.09%-7.8pp | 25.75%-8.4pp | 318.53%-301.2pp |
| Employer contribution / active EE | $1,071 | $2,735-60.8% | $3,722-71.2% | $2,565-58.3% |
| Participant deferral / active EE | $1,712 | $3,467-50.6% | $4,653-63.2% | $3,952-56.7% |
| Admin fee / account holder | $19 | $5,469-99.7% | $6,752-99.7% | $6,260-99.7% |