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 | $22,609 | $51,175-55.8% | $70,515-67.9% | $75,163-69.9% |
| Participation rate | 33.3% | 60.9%-27.6pp | 68.3%-35.0pp | 67.2%-33.9pp |
| Annual return | 23.06% | 30.02%-7.0pp | 32.77%-9.7pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,037 | $1,826-43.2% | $2,973-65.1% | $2,670-61.1% |
| Participant deferral / active EE | $1,933 | $2,849-32.2% | $4,567-57.7% | $4,125-53.1% |
| Admin fee / account holder | $237 | $4,091-94.2% | $6,412-96.3% | $5,651-95.8% |