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 8-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 | $27,618 | $98,463-72.0% | $119,258-76.8% | $85,850-67.8% |
| Participation rate | 67.1% | 77.6%-10.5pp | 82.7%-15.7pp | 69.3%-2.3pp |
| Annual return | 18.37% | 38.53%-20.2pp | 30.69%-12.3pp | 318.53%-300.2pp |
| Employer contribution / active EE | $1,643 | $3,698-55.6% | $4,384-62.5% | $2,565-35.9% |
| Participant deferral / active EE | $6,526 | $4,942+32.1% | $6,111+6.8% | $3,952+65.2% |
| Admin fee / account holder | $245 | $7,493-96.7% | $7,226-96.6% | $6,260-96.1% |