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 | $29,180 | $95,266-69.4% | $82,389-64.6% | $142,382-79.5% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.5%-14.0pp | 80.1%-24.6pp |
| Annual return | 18.38% | 25.74%-7.4pp | 28.67%-10.3pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,229 | $2,991-58.9% | $2,517-51.2% | $4,299-71.4% |
| Participant deferral / active EE | $2,126 | $4,809-55.8% | $4,155-48.8% | $6,507-67.3% |
| Admin fee / account holder | $234 | $8,563-97.3% | $7,231-96.8% | $12,624-98.1% |