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 | $73,346 | $115,770-36.6% | $101,248-27.6% | $158,922-53.8% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 19.40% | 56.14%-36.7pp | 46.47%-27.1pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,304 | $4,175-68.8% | $3,660-64.4% | $4,761-72.6% |
| Participant deferral / active EE | $2,144 | $4,957-56.8% | $4,370-51.0% | $5,982-64.2% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |