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 | $17,726 | $115,770-84.7% | $101,248-82.5% | $158,922-88.8% |
| Participation rate | 23.5% | 79.4%-55.8pp | 75.8%-52.3pp | 82.0%-58.4pp |
| Annual return | 57.69% | 56.14%+1.6pp | 46.47%+11.2pp | 302.83%-245.1pp |
| Employer contribution / active EE | $1,380 | $4,175-66.9% | $3,660-62.3% | $4,761-71.0% |
| Participant deferral / active EE | $3,093 | $4,957-37.6% | $4,370-29.2% | $5,982-48.3% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |