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 | $58,950 | $90,348-34.8% | $75,972-22.4% | $145,922-59.6% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 16.71% | 620.88%-604.2pp | 359.55%-342.8pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,366 | $3,311-28.6% | $2,685-11.9% | $4,660-49.2% |
| Participant deferral / active EE | $4,682 | $5,162-9.3% | $4,255+10.0% | $6,688-30.0% |
| Admin fee / account holder | $109 | $8,467-98.7% | $6,467-98.3% | $13,397-99.2% |