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 | $42,181 | $114,381-63.1% | $107,525-60.8% | $142,382-70.4% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.1%-21.7pp | 80.1%-26.8pp |
| Annual return | 13.08% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,691 | $4,015-57.9% | $3,754-55.0% | $4,299-60.7% |
| Participant deferral / active EE | $4,580 | $5,564-17.7% | $5,116-10.5% | $6,507-29.6% |
| Admin fee / account holder | $180 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |