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 9-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 | $20,390 | $102,604-80.1% | $86,188-76.3% | $139,434-85.4% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | 20.62% | 1922.51%-1901.9pp | 1168.45%-1147.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $946 | $3,032-68.8% | $2,380-60.2% | $4,751-80.1% |
| Participant deferral / active EE | $1,183 | $4,676-74.7% | $3,985-70.3% | $6,710-82.4% |
| Admin fee / account holder | $160 | $8,657-98.2% | $6,852-97.7% | $11,403-98.6% |