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 | $45,211 | $96,635-53.2% | $86,612-47.8% | $139,434-67.6% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 14.59% | 106.41%-91.8pp | 591.07%-576.5pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,369 | $3,263-27.4% | $3,022-21.6% | $4,751-50.1% |
| Participant deferral / active EE | $5,093 | $4,836+5.3% | $4,438+14.8% | $6,710-24.1% |
| Admin fee / account holder | $244 | $6,408-96.2% | $5,614-95.7% | $11,403-97.9% |