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 | $20,977 | $76,738-72.7% | $56,411-62.8% | $145,922-85.6% |
| Participation rate | 47.6% | 63.2%-15.6pp | 52.5%-4.8pp | 80.3%-32.7pp |
| Annual return | 16.53% | 2994.23%-2977.7pp | 1701.33%-1684.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $977 | $1,380-29.2% | $1,039-5.9% | $4,660-79.0% |
| Participant deferral / active EE | $1,309 | $2,623-50.1% | $1,952-32.9% | $6,688-80.4% |
| Admin fee / account holder | $292 | $3,334-91.2% | $2,829-89.7% | $13,397-97.8% |