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 | $21,202 | $140,940-85.0% | $112,229-81.1% | $139,434-84.8% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 16.90% | 32.71%-15.8pp | 30.20%-13.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,424 | $4,283-66.7% | $3,430-58.5% | $4,751-70.0% |
| Participant deferral / active EE | $1,806 | $5,874-69.3% | $4,798-62.4% | $6,710-73.1% |
| Admin fee / account holder | $144 | $9,954-98.6% | $7,748-98.1% | $11,403-98.7% |