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 | $17,935 | $104,907-82.9% | $84,611-78.8% | $152,861-88.3% |
| Participation rate | 44.4% | 74.8%-30.4pp | 68.2%-23.8pp | 82.4%-38.0pp |
| Annual return | 32.18% | 373.79%-341.6pp | 258.74%-226.6pp | 345.32%-313.1pp |
| Employer contribution / active EE | $1,681 | $3,302-49.1% | $2,652-36.6% | $4,762-64.7% |
| Participant deferral / active EE | $3,740 | $4,688-20.2% | $3,899-4.1% | $5,850-36.1% |
| Admin fee / account holder | $221 | $6,241-96.5% | $4,912-95.5% | $11,596-98.1% |