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 | $20,800 | $64,348-67.7% | $90,160-76.9% | $70,131-70.3% |
| Participation rate | 65.3% | 70.4%-5.1pp | 76.9%-11.5pp | 69.5%-4.2pp |
| Annual return | 131.79% | 28.13%+103.7pp | 34.88%+96.9pp | 73.14%+58.6pp |
| Employer contribution / active EE | $2,400 | $2,046+17.3% | $3,318-27.7% | $2,342+2.5% |
| Participant deferral / active EE | $3,454 | $4,389-21.3% | $5,288-34.7% | $3,332+3.7% |
| Admin fee / account holder | $74 | $3,944-98.1% | $5,943-98.8% | $4,645-98.4% |