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 | $44,031 | $97,125-54.7% | $86,233-48.9% | $137,256-67.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 20.51% | 74.19%-53.7pp | 61.39%-40.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $688 | $2,841-75.8% | $2,504-72.5% | $4,156-83.5% |
| Participant deferral / active EE | $3,536 | $5,180-31.7% | $4,559-22.4% | $6,407-44.8% |
| Admin fee / account holder | $43 | $9,725-99.6% | $8,342-99.5% | $12,270-99.7% |