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 | $28,310 | $115,770-75.5% | $101,248-72.0% | $158,922-82.2% |
| Participation rate | 27.8% | 79.4%-51.6pp | 75.8%-48.0pp | 82.0%-54.2pp |
| Annual return | 41.61% | 56.14%-14.5pp | 46.47%-4.9pp | 302.83%-261.2pp |
| Employer contribution / active EE | $1,124 | $4,175-73.1% | $3,660-69.3% | $4,761-76.4% |
| Participant deferral / active EE | $2,823 | $4,957-43.1% | $4,370-35.4% | $5,982-52.8% |
| Admin fee / account holder | $137 | $7,245-98.1% | $5,945-97.7% | $11,246-98.8% |