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 | $19,156 | $176,377-89.1% | $134,143-85.7% | $158,922-87.9% |
| Participation rate | 66.7% | 78.7%-12.0pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 54.29% | 63.63%-9.3pp | 36.33%+18.0pp | 302.83%-248.5pp |
| Employer contribution / active EE | $3,296 | $5,040-34.6% | $3,704-11.0% | $4,761-30.8% |
| Participant deferral / active EE | $4,229 | $4,091+3.4% | $3,499+20.9% | $5,982-29.3% |
| Admin fee / account holder | $140 | $8,718-98.4% | $6,684-97.9% | $11,246-98.8% |