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 6-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 | $11,099 | $56,114-80.2% | $96,139-88.5% | $85,850-87.1% |
| Participation rate | 46.9% | 56.7%-9.8pp | 68.4%-21.6pp | 69.3%-22.4pp |
| Annual return | 29.10% | 42.30%-13.2pp | 191.94%-162.8pp | 318.53%-289.4pp |
| Employer contribution / active EE | $797 | $1,620-50.8% | $2,797-71.5% | $2,565-68.9% |
| Participant deferral / active EE | $2,671 | $2,859-6.6% | $4,349-38.6% | $3,952-32.4% |
| Admin fee / account holder | $125 | $3,768-96.7% | $5,537-97.7% | $6,260-98.0% |