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 8-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 | $75,318 | $52,279+44.1% | $89,391-15.7% | $79,858-5.7% |
| Participation rate | 30.4% | 57.5%-27.1pp | 68.0%-37.5pp | 69.6%-39.2pp |
| Annual return | 20.18% | 22.16%-2.0pp | 245.62%-225.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,345 | $1,572-14.4% | $2,586-48.0% | $2,471-45.6% |
| Participant deferral / active EE | $2,647 | $2,740-3.4% | $3,890-31.9% | $3,740-29.2% |
| Admin fee / account holder | $64 | $3,356-98.1% | $4,881-98.7% | $5,306-98.8% |