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 | $32,214 | $102,616-68.6% | $81,983-60.7% | $158,922-79.7% |
| Participation rate | 42.9% | 75.5%-32.7pp | 69.2%-26.4pp | 82.0%-39.1pp |
| Annual return | 13.33% | 61.04%-47.7pp | 41.31%-28.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $895 | $3,240-72.4% | $2,498-64.2% | $4,761-81.2% |
| Participant deferral / active EE | $6,537 | $4,648+40.6% | $3,722+75.6% | $5,982+9.3% |
| Admin fee / account holder | $123 | $8,235-98.5% | $5,664-97.8% | $11,246-98.9% |