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 | $37,752 | $118,849-68.2% | $96,562-60.9% | $167,490-77.5% |
| Participation rate | 55.6% | 75.5%-19.9pp | 69.8%-14.3pp | 82.1%-26.5pp |
| Annual return | 14.94% | 50.49%-35.5pp | 37.78%-22.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $830 | $3,120-73.4% | $2,356-64.8% | $4,837-82.9% |
| Participant deferral / active EE | $5,312 | $4,616+15.1% | $3,849+38.0% | $6,341-16.2% |
| Admin fee / account holder | $176 | $8,065-97.8% | $6,181-97.1% | $12,309-98.6% |