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 | $61,079 | $106,515-42.7% | $96,683-36.8% | $139,434-56.2% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.3%-44.3pp | 80.3%-50.3pp |
| Annual return | 24.29% | 38.43%-14.1pp | 35.69%-11.4pp | 372.94%-348.6pp |
| Employer contribution / active EE | $1,135 | $4,103-72.3% | $3,737-69.6% | $4,751-76.1% |
| Participant deferral / active EE | $2,607 | $5,454-52.2% | $4,878-46.6% | $6,710-61.2% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |