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 | $26,588 | $72,277-63.2% | $101,248-73.7% | $79,858-66.7% |
| Participation rate | 39.5% | 68.5%-28.9pp | 75.8%-36.3pp | 69.6%-30.1pp |
| Annual return | 22.64% | 22.30%+0.3pp | 46.47%-23.8pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,010 | $2,692-62.5% | $3,660-72.4% | $2,471-59.1% |
| Participant deferral / active EE | $2,739 | $3,282-16.5% | $4,370-37.3% | $3,740-26.8% |
| Admin fee / account holder | $57 | $4,400-98.7% | $5,945-99.0% | $5,306-98.9% |