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 | $24,136 | $78,672-69.3% | $109,143-77.9% | $85,850-71.9% |
| Participation rate | 69.8% | 68.3%+1.5pp | 75.9%-6.1pp | 69.3%+0.5pp |
| Annual return | 46.98% | 25.09%+21.9pp | 25.75%+21.2pp | 318.53%-271.6pp |
| Employer contribution / active EE | $1,505 | $2,735-45.0% | $3,722-59.6% | $2,565-41.3% |
| Participant deferral / active EE | $2,782 | $3,467-19.8% | $4,653-40.2% | $3,952-29.6% |
| Admin fee / account holder | $91 | $5,469-98.3% | $6,752-98.6% | $6,260-98.5% |