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 | $32,186 | $88,751-63.7% | $81,812-60.7% | $145,922-77.9% |
| Participation rate | 45.0% | 75.0%-30.0pp | 72.3%-27.3pp | 80.3%-35.3pp |
| Annual return | 10.73% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $772 | $3,083-75.0% | $2,912-73.5% | $4,660-83.4% |
| Participant deferral / active EE | $2,606 | $4,643-43.9% | $4,319-39.7% | $6,688-61.0% |
| Admin fee / account holder | $205 | $8,415-97.6% | $7,386-97.2% | $13,397-98.5% |