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 | $30,390 | $176,056-82.7% | $159,436-80.9% | $167,490-81.9% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 20.21% | 331.75%-311.5pp | 263.57%-243.4pp | 478.56%-458.3pp |
| Employer contribution / active EE | $1,762 | $5,297-66.7% | $4,829-63.5% | $4,837-63.6% |
| Participant deferral / active EE | $6,584 | $7,750-15.0% | $7,352-10.4% | $6,341+3.8% |
| Admin fee / account holder | $69 | $12,554-99.5% | $10,799-99.4% | $12,309-99.4% |