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 | $81,035 | $100,773-19.6% | $88,946-8.9% | $142,382-43.1% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 15.67% | 70.18%-54.5pp | 57.82%-42.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,887 | $2,918-35.3% | $2,555-26.1% | $4,299-56.1% |
| Participant deferral / active EE | $4,455 | $5,230-14.8% | $4,581-2.8% | $6,507-31.5% |
| Admin fee / account holder | $103 | $9,693-98.9% | $8,261-98.7% | $12,624-99.2% |