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 | $38,776 | $90,348-57.1% | $75,972-49.0% | $145,922-73.4% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 14.23% | 620.88%-606.6pp | 359.55%-345.3pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,057 | $3,311-68.1% | $2,685-60.6% | $4,660-77.3% |
| Participant deferral / active EE | $6,414 | $5,162+24.3% | $4,255+50.7% | $6,688-4.1% |
| Admin fee / account holder | $184 | $8,467-97.8% | $6,467-97.2% | $13,397-98.6% |