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 | $32,812 | $93,571-64.9% | $135,903-75.9% | $75,163-56.3% |
| Participation rate | 48.3% | 75.2%-26.9pp | 81.9%-33.6pp | 67.2%-18.9pp |
| Annual return | 18.86% | 30.90%-12.0pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,413 | $3,537-60.1% | $4,856-70.9% | $2,670-47.1% |
| Participant deferral / active EE | $2,612 | $6,404-59.2% | $7,758-66.3% | $4,125-36.7% |
| Admin fee / account holder | $114 | $6,975-98.4% | $10,762-98.9% | $5,651-98.0% |