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 8-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 | $27,000 | $104,907-74.3% | $84,611-68.1% | $152,861-82.3% |
| Participation rate | 44.4% | 74.8%-30.4pp | 68.2%-23.8pp | 82.4%-38.0pp |
| Annual return | 24.26% | 373.79%-349.5pp | 258.74%-234.5pp | 345.32%-321.1pp |
| Employer contribution / active EE | $704 | $3,302-78.7% | $2,652-73.5% | $4,762-85.2% |
| Participant deferral / active EE | $4,028 | $4,688-14.1% | $3,899+3.3% | $5,850-31.1% |
| Admin fee / account holder | $65 | $6,241-99.0% | $4,912-98.7% | $11,596-99.4% |