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 | $14,435 | $56,053-74.2% | $75,972-81.0% | $80,856-82.1% |
| Participation rate | 31.9% | 62.0%-30.1pp | 69.1%-37.1pp | 67.6%-35.7pp |
| Annual return | 10.40% | 20.53%-10.1pp | 359.55%-349.1pp | 35.59%-25.2pp |
| Employer contribution / active EE | $750 | $1,874-60.0% | $2,685-72.1% | $2,755-72.8% |
| Participant deferral / active EE | $1,475 | $3,052-51.7% | $4,255-65.3% | $4,296-65.7% |
| Admin fee / account holder | $146 | $5,234-97.2% | $6,467-97.7% | $6,918-97.9% |