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 | $24,049 | $48,046-49.9% | $84,611-71.6% | $72,985-67.0% |
| Participation rate | 46.2% | 57.6%-11.4pp | 68.2%-22.1pp | 69.5%-23.3pp |
| Annual return | 26.38% | 37.38%-11.0pp | 258.74%-232.4pp | 81.00%-54.6pp |
| Employer contribution / active EE | $2,233 | $1,602+39.4% | $2,652-15.8% | $2,440-8.5% |
| Participant deferral / active EE | $3,695 | $2,680+37.9% | $3,899-5.2% | $3,607+2.4% |
| Admin fee / account holder | $18 | $3,395-99.5% | $4,912-99.6% | $5,124-99.7% |