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 | $18,123 | $114,047-84.1% | $96,139-81.1% | $167,490-89.2% |
| Participation rate | 36.4% | 75.1%-38.7pp | 68.4%-32.1pp | 82.1%-45.7pp |
| Annual return | 16.91% | 189.88%-173.0pp | 191.94%-175.0pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,019 | $3,427-70.3% | $2,797-63.6% | $4,837-78.9% |
| Participant deferral / active EE | $1,624 | $5,194-68.7% | $4,349-62.7% | $6,341-74.4% |
| Admin fee / account holder | $63 | $6,897-99.1% | $5,537-98.9% | $12,309-99.5% |