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 8-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 | $18,966 | $57,281-66.9% | $86,612-78.1% | $75,163-74.8% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 24.21% | 2670.75%-2646.5pp | 591.07%-566.9pp | 160.62%-136.4pp |
| Employer contribution / active EE | $430 | $2,314-81.4% | $3,022-85.8% | $2,670-83.9% |
| Participant deferral / active EE | $1,431 | $3,318-56.9% | $4,438-67.8% | $4,125-65.3% |
| Admin fee / account holder | $168 | $4,112-95.9% | $5,614-97.0% | $5,651-97.0% |