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 | $23,579 | $117,841-80.0% | $102,423-77.0% | $145,922-83.8% |
| Participation rate | 35.7% | 78.6%-42.9pp | 76.5%-40.8pp | 80.3%-44.6pp |
| Annual return | 9.37% | 31.65%-22.3pp | 29.32%-20.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $885 | $3,615-75.5% | $3,023-70.7% | $4,660-81.0% |
| Participant deferral / active EE | $3,673 | $5,731-35.9% | $5,053-27.3% | $6,688-45.1% |
| Admin fee / account holder | $295 | $13,326-97.8% | $9,451-96.9% | $13,397-97.8% |