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 | $32,258 | $115,770-72.1% | $101,248-68.1% | $158,922-79.7% |
| Participation rate | 28.6% | 79.4%-50.8pp | 75.8%-47.2pp | 82.0%-53.4pp |
| Annual return | 28.92% | 56.14%-27.2pp | 46.47%-17.6pp | 302.83%-273.9pp |
| Employer contribution / active EE | $1,495 | $4,175-64.2% | $3,660-59.2% | $4,761-68.6% |
| Participant deferral / active EE | $2,593 | $4,957-47.7% | $4,370-40.7% | $5,982-56.6% |
| Admin fee / account holder | $91 | $7,245-98.8% | $5,945-98.5% | $11,246-99.2% |