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 6-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 | $6,581 | $74,888-91.2% | $71,209-90.8% | $142,382-95.4% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 18.66% | 345.14%-326.5pp | 282.51%-263.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $671 | $2,854-76.5% | $2,721-75.3% | $4,299-84.4% |
| Participant deferral / active EE | $1,211 | $4,454-72.8% | $4,175-71.0% | $6,507-81.4% |
| Admin fee / account holder | $88 | $5,568-98.4% | $5,349-98.4% | $12,624-99.3% |