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 | $17,587 | $102,966-82.9% | $90,281-80.5% | $152,861-88.5% |
| Participation rate | 18.8% | 75.9%-57.1pp | 73.3%-54.5pp | 82.4%-63.7pp |
| Annual return | 13.73% | 95.16%-81.4pp | 78.10%-64.4pp | 345.32%-331.6pp |
| Employer contribution / active EE | $1,656 | $3,139-47.2% | $2,854-42.0% | $4,762-65.2% |
| Participant deferral / active EE | $1,592 | $4,281-62.8% | $3,885-59.0% | $5,850-72.8% |
| Admin fee / account holder | $59 | $6,171-99.0% | $5,351-98.9% | $11,596-99.5% |