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 | $32,133 | $72,071-55.4% | $68,368-53.0% | $137,256-76.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 22.34% | 353.14%-330.8pp | 292.57%-270.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,621 | $2,788-41.8% | $2,649-38.8% | $4,156-61.0% |
| Participant deferral / active EE | $1,621 | $4,410-63.2% | $4,123-60.7% | $6,407-74.7% |
| Admin fee / account holder | $155 | $5,336-97.1% | $5,150-97.0% | $12,270-98.7% |