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 | $11,716 | $81,625-85.6% | $58,482-80.0% | $139,434-91.6% |
| Participation rate | 57.1% | 61.3%-4.2pp | 50.9%+6.3pp | 80.3%-23.2pp |
| Annual return | 22.74% | 7404.20%-7381.5pp | 4239.32%-4216.6pp | 372.94%-350.2pp |
| Employer contribution / active EE | $798 | $1,398-42.9% | $1,053-24.2% | $4,751-83.2% |
| Participant deferral / active EE | $3,314 | $2,557+29.6% | $1,924+72.2% | $6,710-50.6% |
| Admin fee / account holder | $48 | $3,265-98.5% | $2,516-98.1% | $11,403-99.6% |