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 | $12,468 | $100,773-87.6% | $88,946-86.0% | $142,382-91.2% |
| Participation rate | 61.9% | 74.3%-12.4pp | 68.8%-6.9pp | 80.1%-18.2pp |
| Annual return | 15.88% | 70.18%-54.3pp | 57.82%-41.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $741 | $2,918-74.6% | $2,555-71.0% | $4,299-82.8% |
| Participant deferral / active EE | $931 | $5,230-82.2% | $4,581-79.7% | $6,507-85.7% |
| Admin fee / account holder | $238 | $9,693-97.5% | $8,261-97.1% | $12,624-98.1% |