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 | $34,409 | $115,770-70.3% | $101,248-66.0% | $158,922-78.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 39.22% | 56.14%-16.9pp | 46.47%-7.3pp | 302.83%-263.6pp |
| Employer contribution / active EE | $2,225 | $4,175-46.7% | $3,660-39.2% | $4,761-53.3% |
| Participant deferral / active EE | $5,755 | $4,957+16.1% | $4,370+31.7% | $5,982-3.8% |
| Admin fee / account holder | $112 | $7,245-98.5% | $5,945-98.1% | $11,246-99.0% |