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 | $22,675 | $109,327-79.3% | $89,391-74.6% | $158,922-85.7% |
| Participation rate | 54.5% | 74.3%-19.7pp | 68.0%-13.4pp | 82.0%-27.4pp |
| Annual return | 41.79% | 345.68%-303.9pp | 245.62%-203.8pp | 302.83%-261.0pp |
| Employer contribution / active EE | $1,719 | $3,170-45.8% | $2,586-33.5% | $4,761-63.9% |
| Participant deferral / active EE | $6,261 | $4,598+36.1% | $3,890+60.9% | $5,982+4.7% |
| Admin fee / account holder | $58 | $6,153-99.1% | $4,881-98.8% | $11,246-99.5% |