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 | $32,991 | $115,770-71.5% | $101,248-67.4% | $158,922-79.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 27.56% | 56.14%-28.6pp | 46.47%-18.9pp | 302.83%-275.3pp |
| Employer contribution / active EE | $1,288 | $4,175-69.1% | $3,660-64.8% | $4,761-72.9% |
| Participant deferral / active EE | $6,469 | $4,957+30.5% | $4,370+48.0% | $5,982+8.1% |
| Admin fee / account holder | $288 | $7,245-96.0% | $5,945-95.2% | $11,246-97.4% |