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 | $15,254 | $74,888-79.6% | $71,209-78.6% | $142,382-89.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 16.47% | 345.14%-328.7pp | 282.51%-266.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $740 | $2,854-74.1% | $2,721-72.8% | $4,299-82.8% |
| Participant deferral / active EE | $1,475 | $4,454-66.9% | $4,175-64.7% | $6,507-77.3% |
| Admin fee / account holder | $227 | $5,568-95.9% | $5,349-95.8% | $12,624-98.2% |