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 9-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 | $26,992 | $107,334-74.9% | $92,893-70.9% | $152,861-82.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 28.27% | 145.58%-117.3pp | 109.41%-81.1pp | 345.32%-317.0pp |
| Employer contribution / active EE | $1,624 | $4,221-61.5% | $3,653-55.5% | $4,762-65.9% |
| Participant deferral / active EE | $3,197 | $4,845-34.0% | $4,236-24.5% | $5,850-45.3% |
| Admin fee / account holder | $141 | $7,079-98.0% | $5,794-97.6% | $11,596-98.8% |