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 | $28,720 | $150,187-80.9% | $120,354-76.1% | $145,922-80.3% |
| Participation rate | 55.6% | 78.8%-23.2pp | 71.9%-16.4pp | 80.3%-24.7pp |
| Annual return | 12.83% | 154.07%-141.2pp | 107.15%-94.3pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,758 | $4,348-59.6% | $3,463-49.2% | $4,660-62.3% |
| Participant deferral / active EE | $2,507 | $6,173-59.4% | $4,991-49.8% | $6,688-62.5% |
| Admin fee / account holder | $180 | $12,207-98.5% | $9,423-98.1% | $13,397-98.7% |