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 | $21,066 | $109,327-80.7% | $89,391-76.4% | $158,922-86.7% |
| Participation rate | 60.9% | 74.3%-13.4pp | 68.0%-7.1pp | 82.0%-21.1pp |
| Annual return | 28.02% | 345.68%-317.7pp | 245.62%-217.6pp | 302.83%-274.8pp |
| Employer contribution / active EE | $1,733 | $3,170-45.3% | $2,586-33.0% | $4,761-63.6% |
| Participant deferral / active EE | $3,122 | $4,598-32.1% | $3,890-19.7% | $5,982-47.8% |
| Admin fee / account holder | $139 | $6,153-97.7% | $4,881-97.2% | $11,246-98.8% |