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 | $22,982 | $47,479-51.6% | $62,929-63.5% | $82,448-72.1% |
| Participation rate | 58.1% | 66.9%-8.8pp | 73.1%-15.0pp | 68.1%-10.0pp |
| Annual return | 15.70% | 20.34%-4.6pp | 1063.93%-1048.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $568 | $1,885-69.9% | $2,505-77.3% | $2,551-77.7% |
| Participant deferral / active EE | $1,022 | $2,870-64.4% | $3,888-73.7% | $4,139-75.3% |
| Admin fee / account holder | $81 | $3,804-97.9% | $5,065-98.4% | $7,234-98.9% |