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 | $21,982 | $96,635-77.3% | $86,612-74.6% | $139,434-84.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 14.80% | 106.41%-91.6pp | 591.07%-576.3pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,389 | $3,263-57.4% | $3,022-54.0% | $4,751-70.8% |
| Participant deferral / active EE | $5,374 | $4,836+11.1% | $4,438+21.1% | $6,710-19.9% |
| Admin fee / account holder | $60 | $6,408-99.1% | $5,614-98.9% | $11,403-99.5% |