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 | $34,292 | $80,968-57.6% | $96,544-64.5% | $75,163-54.4% |
| Participation rate | 34.0% | 71.8%-37.7pp | 76.0%-41.9pp | 67.2%-33.1pp |
| Annual return | 22.39% | 27.06%-4.7pp | 25.84%-3.4pp | 160.62%-138.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,506 | $3,928-36.2% | $4,851-48.3% | $4,125-39.3% |
| Admin fee / account holder | $202 | $6,724-97.0% | $8,252-97.5% | $5,651-96.4% |