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 | $20,110 | $104,907-80.8% | $84,611-76.2% | $152,861-86.8% |
| Participation rate | 40.0% | 74.8%-34.8pp | 68.2%-28.2pp | 82.4%-42.4pp |
| Annual return | 50.15% | 373.79%-323.6pp | 258.74%-208.6pp | 345.32%-295.2pp |
| Employer contribution / active EE | $2,355 | $3,302-28.7% | $2,652-11.2% | $4,762-50.6% |
| Participant deferral / active EE | $4,264 | $4,688-9.0% | $3,899+9.4% | $5,850-27.1% |
| Admin fee / account holder | $159 | $6,241-97.4% | $4,912-96.8% | $11,596-98.6% |