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 | $22,592 | $114,381-80.2% | $107,525-79.0% | $142,382-84.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 21.47% | 242.71%-221.2pp | 181.32%-159.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,286 | $4,015-68.0% | $3,754-65.7% | $4,299-70.1% |
| Participant deferral / active EE | $2,590 | $5,564-53.4% | $5,116-49.4% | $6,507-60.2% |
| Admin fee / account holder | $275 | $9,860-97.2% | $8,919-96.9% | $12,624-97.8% |