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 | $50,188 | $96,305-47.9% | $80,569-37.7% | $139,434-64.0% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 20.94% | 1350.08%-1329.1pp | 935.43%-914.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $666 | $3,262-79.6% | $2,723-75.6% | $4,751-86.0% |
| Participant deferral / active EE | $4,109 | $5,232-21.5% | $4,447-7.6% | $6,710-38.8% |
| Admin fee / account holder | $63 | $6,599-99.0% | $5,377-98.8% | $11,403-99.4% |