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 | $33,241 | $124,281-73.3% | $109,143-69.5% | $167,490-80.2% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 14.24% | 26.04%-11.8pp | 25.75%-11.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,888 | $4,207-55.1% | $3,722-49.3% | $4,837-61.0% |
| Participant deferral / active EE | $4,663 | $5,255-11.3% | $4,653+0.2% | $6,341-26.5% |
| Admin fee / account holder | $125 | $7,970-98.4% | $6,752-98.2% | $12,309-99.0% |