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 7-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 | $56,304 | $85,022-33.8% | $70,515-20.2% | $139,434-59.6% |
| Participation rate | 62.5% | 73.9%-11.4pp | 68.3%-5.8pp | 80.3%-17.8pp |
| Annual return | 17.05% | 30.38%-13.3pp | 32.77%-15.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,077 | $3,909-46.9% | $2,973-30.2% | $4,751-56.3% |
| Participant deferral / active EE | $4,989 | $5,890-15.3% | $4,567+9.3% | $6,710-25.6% |
| Admin fee / account holder | $290 | $8,906-96.7% | $6,412-95.5% | $11,403-97.5% |