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 | $34,661 | $150,187-76.9% | $120,354-71.2% | $145,922-76.2% |
| Participation rate | 63.6% | 78.8%-15.1pp | 71.9%-8.3pp | 80.3%-16.6pp |
| Annual return | 15.30% | 154.07%-138.8pp | 107.15%-91.8pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,732 | $4,348-60.2% | $3,463-50.0% | $4,660-62.8% |
| Participant deferral / active EE | $2,237 | $6,173-63.8% | $4,991-55.2% | $6,688-66.6% |
| Admin fee / account holder | $215 | $12,207-98.2% | $9,423-97.7% | $13,397-98.4% |