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 | $24,774 | $165,335-85.0% | $149,696-83.5% | $158,922-84.4% |
| Participation rate | 56.3% | 84.6%-28.3pp | 82.5%-26.2pp | 82.0%-25.7pp |
| Annual return | 22.70% | 348.15%-325.4pp | 276.60%-253.9pp | 302.83%-280.1pp |
| Employer contribution / active EE | $2,969 | $5,103-41.8% | $4,644-36.1% | $4,761-37.6% |
| Participant deferral / active EE | $4,122 | $7,181-42.6% | $6,842-39.8% | $5,982-31.1% |
| Admin fee / account holder | $120 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |