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 | $39,159 | $74,888-47.7% | $71,209-45.0% | $142,382-72.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 18.94% | 345.14%-326.2pp | 282.51%-263.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $867 | $2,854-69.6% | $2,721-68.2% | $4,299-79.8% |
| Participant deferral / active EE | $2,324 | $4,454-47.8% | $4,175-44.3% | $6,507-64.3% |
| Admin fee / account holder | $231 | $5,568-95.9% | $5,349-95.7% | $12,624-98.2% |