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 | $44,793 | $99,020-54.8% | $86,590-48.3% | $147,584-69.6% |
| Participation rate | 47.1% | 76.3%-29.3pp | 73.5%-26.5pp | 82.8%-35.8pp |
| Annual return | 14.32% | 1312.34%-1298.0pp | 964.84%-950.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $796 | $3,132-74.6% | $2,839-72.0% | $4,876-83.7% |
| Participant deferral / active EE | $1,301 | $3,972-67.2% | $3,609-63.9% | $5,439-76.1% |
| Admin fee / account holder | $206 | $5,710-96.4% | $4,906-95.8% | $10,885-98.1% |