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 | $22,216 | $70,756-68.6% | $65,493-66.1% | $142,382-84.4% |
| Participation rate | 63.6% | 77.4%-13.7pp | 73.1%-9.5pp | 80.1%-16.5pp |
| Annual return | 12.05% | 1754.89%-1742.8pp | 982.45%-970.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $853 | $2,881-70.4% | $2,574-66.9% | $4,299-80.2% |
| Participant deferral / active EE | $3,022 | $4,637-34.8% | $3,961-23.7% | $6,507-53.6% |
| Admin fee / account holder | $249 | $6,559-96.2% | $5,028-95.0% | $12,624-98.0% |