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 6-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 | $17,182 | $180,749-90.5% | $160,784-89.3% | $137,256-87.5% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 20.13% | 2234.46%-2214.3pp | 1803.92%-1783.8pp | 220.34%-200.2pp |
| Employer contribution / active EE | $914 | $4,155-78.0% | $3,733-75.5% | $4,156-78.0% |
| Participant deferral / active EE | $2,719 | $6,844-60.3% | $6,293-56.8% | $6,407-57.6% |
| Admin fee / account holder | $168 | $10,397-98.4% | $9,717-98.3% | $12,270-98.6% |