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 | $19,113 | $115,882-83.5% | $100,516-81.0% | $158,922-88.0% |
| Participation rate | 44.4% | 81.6%-37.1pp | 79.4%-35.0pp | 82.0%-37.5pp |
| Annual return | 53.12% | 34.79%+18.3pp | 30.89%+22.2pp | 302.83%-249.7pp |
| Employer contribution / active EE | $1,548 | $4,103-62.3% | $3,418-54.7% | $4,761-67.5% |
| Participant deferral / active EE | $3,069 | $6,674-54.0% | $6,270-51.0% | $5,982-48.7% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |