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 | $24,726 | $95,416-74.1% | $185,823-86.7% | $85,850-71.2% |
| Participation rate | 37.0% | 68.8%-31.7pp | 81.7%-44.7pp | 69.3%-32.3pp |
| Annual return | 12.35% | 23.59%-11.2pp | 122.05%-109.7pp | 318.53%-306.2pp |
| Employer contribution / active EE | $822 | $3,314-75.2% | $5,167-84.1% | $2,565-68.0% |
| Participant deferral / active EE | $1,714 | $3,423-49.9% | $5,568-69.2% | $3,952-56.6% |
| Admin fee / account holder | $276 | $7,213-96.2% | $16,237-98.3% | $6,260-95.6% |