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 8-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 | $22,041 | $115,770-81.0% | $101,248-78.2% | $158,922-86.1% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 28.26% | 56.14%-27.9pp | 46.47%-18.2pp | 302.83%-274.6pp |
| Employer contribution / active EE | $801 | $4,175-80.8% | $3,660-78.1% | $4,761-83.2% |
| Participant deferral / active EE | $2,973 | $4,957-40.0% | $4,370-32.0% | $5,982-50.3% |
| Admin fee / account holder | $77 | $7,245-98.9% | $5,945-98.7% | $11,246-99.3% |