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 | $19,051 | $91,190-79.1% | $178,490-89.3% | $79,858-76.1% |
| Participation rate | 42.0% | 69.2%-27.2pp | 81.9%-39.9pp | 69.6%-27.6pp |
| Annual return | 23.62% | 24.19%-0.6pp | 151.07%-127.5pp | 31.71%-8.1pp |
| Employer contribution / active EE | $631 | $3,256-80.6% | $5,011-87.4% | $2,471-74.5% |
| Participant deferral / active EE | $1,150 | $3,236-64.5% | $5,202-77.9% | $3,740-69.3% |
| Admin fee / account holder | $184 | $6,751-97.3% | $13,984-98.7% | $5,306-96.5% |