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 | $14,720 | $91,190-83.9% | $178,490-91.8% | $79,858-81.6% |
| Participation rate | 64.9% | 69.2%-4.3pp | 81.9%-17.1pp | 69.6%-4.8pp |
| Annual return | 34.70% | 24.19%+10.5pp | 151.07%-116.4pp | 31.71%+3.0pp |
| Employer contribution / active EE | $1,795 | $3,256-44.9% | $5,011-64.2% | $2,471-27.3% |
| Participant deferral / active EE | $3,574 | $3,236+10.5% | $5,202-31.3% | $3,740-4.4% |
| Admin fee / account holder | $149 | $6,751-97.8% | $13,984-98.9% | $5,306-97.2% |