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 | $66,877 | $99,877-33.0% | $84,966-21.3% | $145,922-54.2% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 14.75% | 83.76%-69.0pp | 66.38%-51.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,390 | $3,231-57.0% | $2,727-49.0% | $4,660-70.2% |
| Participant deferral / active EE | $2,638 | $5,291-50.1% | $4,519-41.6% | $6,688-60.6% |
| Admin fee / account holder | $20 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |