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 | $23,487 | $106,890-78.0% | $84,015-72.0% | $152,861-84.6% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.4%-22.4pp |
| Annual return | 16.49% | 104.99%-88.5pp | 71.31%-54.8pp | 345.32%-328.8pp |
| Employer contribution / active EE | $2,566 | $2,734-6.2% | $1,983+29.3% | $4,762-46.1% |
| Participant deferral / active EE | $2,803 | $4,011-30.1% | $3,239-13.5% | $5,850-52.1% |
| Admin fee / account holder | $194 | $8,285-97.7% | $6,101-96.8% | $11,596-98.3% |