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 | $28,366 | $138,065-79.5% | $123,544-77.0% | $135,375-79.0% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | 30.17% | 153.68%-123.5pp | 119.20%-89.0pp | 519.73%-489.6pp |
| Employer contribution / active EE | $1,203 | $5,151-76.6% | $4,628-74.0% | $4,779-74.8% |
| Participant deferral / active EE | $5,771 | $6,799-15.1% | $6,426-10.2% | $5,609+2.9% |
| Admin fee / account holder | $37 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |