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 | $21,111 | $121,625-82.6% | $104,607-79.8% | $158,922-86.7% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 16.64% | 465.26%-448.6pp | 340.46%-323.8pp | 302.83%-286.2pp |
| Employer contribution / active EE | $577 | $3,163-81.8% | $2,681-78.5% | $4,761-87.9% |
| Participant deferral / active EE | $1,875 | $4,177-55.1% | $3,740-49.9% | $5,982-68.7% |
| Admin fee / account holder | $152 | $7,787-98.0% | $6,473-97.7% | $11,246-98.6% |