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 | $33,400 | $109,982-69.6% | $97,226-65.6% | $145,922-77.1% |
| Participation rate | 61.5% | 75.9%-14.4pp | 72.7%-11.1pp | 80.3%-18.7pp |
| Annual return | 11.27% | 242.90%-231.6pp | 75.13%-63.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $761 | $3,084-75.3% | $2,729-72.1% | $4,660-83.7% |
| Participant deferral / active EE | $2,122 | $4,676-54.6% | $4,264-50.2% | $6,688-68.3% |
| Admin fee / account holder | $185 | $6,221-97.0% | $5,654-96.7% | $13,397-98.6% |