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 | $18,210 | $74,888-75.7% | $71,209-74.4% | $142,382-87.2% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.1%-34.7pp |
| Annual return | 21.89% | 345.14%-323.3pp | 282.51%-260.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,014 | $2,854-64.5% | $2,721-62.7% | $4,299-76.4% |
| Participant deferral / active EE | $1,567 | $4,454-64.8% | $4,175-62.5% | $6,507-75.9% |
| Admin fee / account holder | $181 | $5,568-96.7% | $5,349-96.6% | $12,624-98.6% |