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 | $21,487 | $112,881-81.0% | $90,951-76.4% | $158,922-86.5% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | 40.17% | 215.79%-175.6pp | 134.60%-94.4pp | 302.83%-262.7pp |
| Employer contribution / active EE | $1,231 | $2,893-57.5% | $2,122-42.0% | $4,761-74.2% |
| Participant deferral / active EE | $4,589 | $4,128+11.2% | $3,373+36.1% | $5,982-23.3% |
| Admin fee / account holder | $142 | $8,041-98.2% | $5,959-97.6% | $11,246-98.7% |