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 6-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 | $17,081 | $124,281-86.3% | $109,143-84.3% | $167,490-89.8% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 43.28% | 26.04%+17.2pp | 25.75%+17.5pp | 478.56%-435.3pp |
| Employer contribution / active EE | $1,245 | $4,207-70.4% | $3,722-66.5% | $4,837-74.3% |
| Participant deferral / active EE | $7,261 | $5,255+38.2% | $4,653+56.0% | $6,341+14.5% |
| Admin fee / account holder | $76 | $7,970-99.1% | $6,752-98.9% | $12,309-99.4% |