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 | $60,287 | $54,705+10.2% | $71,209-15.3% | $84,808-28.9% |
| Participation rate | 46.2% | 64.1%-17.9pp | 73.8%-27.6pp | 68.3%-22.2pp |
| Annual return | 17.53% | 35.90%-18.4pp | 282.51%-265.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,152 | $2,158-46.6% | $2,721-57.7% | $2,631-56.2% |
| Participant deferral / active EE | $2,472 | $3,030-18.4% | $4,175-40.8% | $4,212-41.3% |
| Admin fee / account holder | $155 | $4,863-96.8% | $5,349-97.1% | $7,344-97.9% |