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 | $26,645 | $96,484-72.4% | $75,886-64.9% | $152,861-82.6% |
| Participation rate | 22.7% | 76.2%-53.5pp | 69.3%-46.6pp | 82.4%-59.7pp |
| Annual return | 31.15% | 33.98%-2.8pp | 30.76%+0.4pp | 345.32%-314.2pp |
| Employer contribution / active EE | $1,257 | $3,309-62.0% | $2,500-49.7% | $4,762-73.6% |
| Participant deferral / active EE | $2,085 | $4,553-54.2% | $3,603-42.1% | $5,850-64.4% |
| Admin fee / account holder | $161 | $8,078-98.0% | $5,418-97.0% | $11,596-98.6% |