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 6-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 | $17,238 | $96,635-82.2% | $86,612-80.1% | $139,434-87.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 29.96% | 106.41%-76.4pp | 591.07%-561.1pp | 372.94%-343.0pp |
| Employer contribution / active EE | $861 | $3,263-73.6% | $3,022-71.5% | $4,751-81.9% |
| Participant deferral / active EE | $2,091 | $4,836-56.8% | $4,438-52.9% | $6,710-68.8% |
| Admin fee / account holder | $64 | $6,408-99.0% | $5,614-98.9% | $11,403-99.4% |