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 | $66,585 | $115,770-42.5% | $101,248-34.2% | $158,922-58.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 20.55% | 56.14%-35.6pp | 46.47%-25.9pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,817 | $4,175-32.5% | $3,660-23.0% | $4,761-40.8% |
| Participant deferral / active EE | $3,223 | $4,957-35.0% | $4,370-26.3% | $5,982-46.1% |
| Admin fee / account holder | $27 | $7,245-99.6% | $5,945-99.5% | $11,246-99.8% |