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 | $17,501 | $108,172-83.8% | $77,482-77.4% | $158,922-89.0% |
| Participation rate | 46.7% | 64.4%-17.8pp | 54.2%-7.5pp | 82.0%-35.3pp |
| Annual return | 62.76% | 31.67%+31.1pp | 54.79%+8.0pp | 302.83%-240.1pp |
| Employer contribution / active EE | $936 | $1,325-29.4% | $986-5.1% | $4,761-80.3% |
| Participant deferral / active EE | $2,744 | $2,456+11.7% | $1,861+47.4% | $5,982-54.1% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |