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 9-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 | $23,067 | $107,791-78.6% | $90,645-74.6% | $135,375-83.0% |
| Participation rate | 42.9% | 78.0%-35.2pp | 74.0%-31.2pp | 82.6%-39.8pp |
| Annual return | 458.56% | -0.90%+459.5pp | 1.88%+456.7pp | 519.73%-61.2pp |
| Employer contribution / active EE | $1,003 | $3,018-66.8% | $2,532-60.4% | $4,779-79.0% |
| Participant deferral / active EE | $1,747 | $3,872-54.9% | $3,425-49.0% | $5,609-68.9% |
| Admin fee / account holder | $207 | $5,930-96.5% | $4,994-95.9% | $10,827-98.1% |