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 4-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 | $7,519 | $99,877-92.5% | $84,966-91.2% | $145,922-94.8% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 14.52% | 83.76%-69.2pp | 66.38%-51.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $855 | $3,231-73.5% | $2,727-68.6% | $4,660-81.7% |
| Participant deferral / active EE | $1,574 | $5,291-70.3% | $4,519-65.2% | $6,688-76.5% |
| Admin fee / account holder | $163 | $7,248-97.8% | $6,149-97.4% | $13,397-98.8% |