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 | $26,173 | $56,114-53.4% | $96,139-72.8% | $85,850-69.5% |
| Participation rate | 69.2% | 56.7%+12.5pp | 68.4%+0.8pp | 69.3%-0.1pp |
| Annual return | 14.99% | 42.30%-27.3pp | 191.94%-177.0pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,636 | $1,620+1.0% | $2,797-41.5% | $2,565-36.2% |
| Participant deferral / active EE | $2,800 | $2,859-2.1% | $4,349-35.6% | $3,952-29.1% |
| Admin fee / account holder | $21 | $3,768-99.4% | $5,537-99.6% | $6,260-99.7% |