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 | $79,728 | $112,096-28.9% | $95,952-16.9% | $158,922-49.8% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 23.05% | 171.09%-148.0pp | 91.61%-68.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $1,530 | $3,198-52.2% | $2,541-39.8% | $4,761-67.9% |
| Participant deferral / active EE | $2,886 | $4,784-39.7% | $4,167-30.8% | $5,982-51.8% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |