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 | $8,221 | $108,172-92.4% | $77,482-89.4% | $158,922-94.8% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 23.76% | 31.67%-7.9pp | 54.79%-31.0pp | 302.83%-279.1pp |
| Employer contribution / active EE | $1,182 | $1,325-10.8% | $986+19.8% | $4,761-75.2% |
| Participant deferral / active EE | $1,454 | $2,456-40.8% | $1,861-21.9% | $5,982-75.7% |
| Admin fee / account holder | $8 | $3,708-99.8% | $2,858-99.7% | $11,246-99.9% |