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 | $23,501 | $124,281-81.1% | $109,143-78.5% | $167,490-86.0% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 18.17% | 26.04%-7.9pp | 25.75%-7.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $1,514 | $4,207-64.0% | $3,722-59.3% | $4,837-68.7% |
| Participant deferral / active EE | $4,021 | $5,255-23.5% | $4,653-13.6% | $6,341-36.6% |
| Admin fee / account holder | $157 | $7,970-98.0% | $6,752-97.7% | $12,309-98.7% |