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 | $47,208 | $52,279-9.7% | $89,391-47.2% | $79,858-40.9% |
| Participation rate | 7.3% | 57.5%-50.2pp | 68.0%-60.7pp | 69.6%-62.3pp |
| Annual return | 23.83% | 22.16%+1.7pp | 245.62%-221.8pp | 31.71%-7.9pp |
| Employer contribution / active EE | $393 | $1,572-75.0% | $2,586-84.8% | $2,471-84.1% |
| Participant deferral / active EE | $1,045 | $2,740-61.9% | $3,890-73.1% | $3,740-72.1% |
| Admin fee / account holder | $258 | $3,356-92.3% | $4,881-94.7% | $5,306-95.1% |