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 | $22,863 | $61,605-62.9% | $112,229-79.6% | $75,163-69.6% |
| Participation rate | 30.8% | 61.7%-30.9pp | 72.4%-41.7pp | 67.2%-36.4pp |
| Annual return | 15.91% | 28.47%-12.6pp | 30.20%-14.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $773 | $2,015-61.7% | $3,430-77.5% | $2,670-71.1% |
| Participant deferral / active EE | $1,374 | $3,108-55.8% | $4,798-71.4% | $4,125-66.7% |
| Admin fee / account holder | $0 | $4,862-100.0% | $7,748-100.0% | $5,651-100.0% |