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 | $91,739 | $108,172-15.2% | $77,482+18.4% | $158,922-42.3% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 16.76% | 31.67%-14.9pp | 54.79%-38.0pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,371 | $1,325+3.5% | $986+39.0% | $4,761-71.2% |
| Participant deferral / active EE | $1,381 | $2,456-43.8% | $1,861-25.8% | $5,982-76.9% |
| Admin fee / account holder | $37 | $3,708-99.0% | $2,858-98.7% | $11,246-99.7% |