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 | $32,551 | $92,703-64.9% | $82,719-60.6% | $134,475-75.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | 0.88% | 944.92%-944.0pp | 701.18%-700.3pp | 417.96%-417.1pp |
| Employer contribution / active EE | $827 | $3,274-74.8% | $3,009-72.5% | $4,740-82.6% |
| Participant deferral / active EE | $7,500 | $4,802+56.2% | $4,395+70.6% | $6,400+17.2% |
| Admin fee / account holder | $53 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |