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 | $29,735 | $112,881-73.7% | $90,951-67.3% | $158,922-81.3% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 47.79% | 215.79%-168.0pp | 134.60%-86.8pp | 302.83%-255.0pp |
| Employer contribution / active EE | $2,328 | $2,893-19.5% | $2,122+9.7% | $4,761-51.1% |
| Participant deferral / active EE | $7,185 | $4,128+74.1% | $3,373+113.0% | $5,982+20.1% |
| Admin fee / account holder | $20 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |