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 | $29,169 | $76,407-61.8% | $150,298-80.6% | $82,448-64.6% |
| Participation rate | 65.9% | 66.4%-0.5pp | 77.8%-11.9pp | 68.1%-2.2pp |
| Annual return | 16.70% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $527 | $2,614-79.8% | $4,154-87.3% | $2,551-79.3% |
| Participant deferral / active EE | $5,352 | $3,214+66.5% | $5,453-1.8% | $4,139+29.3% |
| Admin fee / account holder | $54 | $6,352-99.2% | $14,116-99.6% | $7,234-99.3% |