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 | $30,595 | $93,571-67.3% | $135,903-77.5% | $75,163-59.3% |
| Participation rate | 52.5% | 75.2%-22.7pp | 81.9%-29.4pp | 67.2%-14.7pp |
| Annual return | 38.20% | 30.90%+7.3pp | 68.23%-30.0pp | 160.62%-122.4pp |
| Employer contribution / active EE | $1,565 | $3,537-55.7% | $4,856-67.8% | $2,670-41.4% |
| Participant deferral / active EE | $3,225 | $6,404-49.6% | $7,758-58.4% | $4,125-21.8% |
| Admin fee / account holder | $118 | $6,975-98.3% | $10,762-98.9% | $5,651-97.9% |