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 | $18,616 | $115,770-83.9% | $101,248-81.6% | $158,922-88.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 22.53% | 56.14%-33.6pp | 46.47%-23.9pp | 302.83%-280.3pp |
| Employer contribution / active EE | $2,378 | $4,175-43.0% | $3,660-35.0% | $4,761-50.1% |
| Participant deferral / active EE | $2,378 | $4,957-52.0% | $4,370-45.6% | $5,982-60.3% |
| Admin fee / account holder | $209 | $7,245-97.1% | $5,945-96.5% | $11,246-98.1% |