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 | $24,765 | $108,172-77.1% | $77,482-68.0% | $158,922-84.4% |
| Participation rate | 40.0% | 64.4%-24.4pp | 54.2%-14.2pp | 82.0%-42.0pp |
| Annual return | 13.39% | 31.67%-18.3pp | 54.79%-41.4pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,122 | $1,325-15.3% | $986+13.8% | $4,761-76.4% |
| Participant deferral / active EE | $6,882 | $2,456+180.2% | $1,861+269.8% | $5,982+15.0% |
| Admin fee / account holder | $82 | $3,708-97.8% | $2,858-97.1% | $11,246-99.3% |