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 | $12,861 | $108,172-88.1% | $77,482-83.4% | $158,922-91.9% |
| Participation rate | 45.8% | 64.4%-18.6pp | 54.2%-8.4pp | 82.0%-36.1pp |
| Annual return | 42.88% | 31.67%+11.2pp | 54.79%-11.9pp | 302.83%-259.9pp |
| Employer contribution / active EE | $1,377 | $1,325+4.0% | $986+39.6% | $4,761-71.1% |
| Participant deferral / active EE | $1,787 | $2,456-27.3% | $1,861-4.0% | $5,982-70.1% |
| Admin fee / account holder | $180 | $3,708-95.1% | $2,858-93.7% | $11,246-98.4% |