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 | $9,741 | $136,179-92.8% | $98,755-90.1% | $167,490-94.2% |
| Participation rate | 62.5% | 70.2%-7.7pp | 65.7%-3.2pp | 82.1%-19.6pp |
| Annual return | 18.24% | 67.53%-49.3pp | 49.91%-31.7pp | 478.56%-460.3pp |
| Employer contribution / active EE | $1,652 | $2,631-37.2% | $2,067-20.1% | $4,837-65.8% |
| Participant deferral / active EE | $2,010 | $3,716-45.9% | $3,035-33.8% | $6,341-68.3% |
| Admin fee / account holder | $237 | $5,031-95.3% | $4,076-94.2% | $12,309-98.1% |