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 | $59,609 | $85,022-29.9% | $70,515-15.5% | $139,434-57.2% |
| Participation rate | 42.9% | 73.9%-31.1pp | 68.3%-25.5pp | 80.3%-37.5pp |
| Annual return | 89.19% | 30.38%+58.8pp | 32.77%+56.4pp | 372.94%-283.8pp |
| Employer contribution / active EE | $618 | $3,909-84.2% | $2,973-79.2% | $4,751-87.0% |
| Participant deferral / active EE | $2,183 | $5,890-62.9% | $4,567-52.2% | $6,710-67.5% |
| Admin fee / account holder | $206 | $8,906-97.7% | $6,412-96.8% | $11,403-98.2% |