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 | $16,901 | $58,234-71.0% | $81,783-79.3% | $80,874-79.1% |
| Participation rate | 35.7% | 63.4%-27.7pp | 72.4%-36.6pp | 67.6%-31.9pp |
| Annual return | 14.34% | 41.70%-27.4pp | 775.05%-760.7pp | 35.62%-21.3pp |
| Employer contribution / active EE | $658 | $2,341-71.9% | $2,913-77.4% | $2,756-76.1% |
| Participant deferral / active EE | $1,181 | $3,283-64.0% | $4,320-72.7% | $4,297-72.5% |
| Admin fee / account holder | $0 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |