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 | $63,187 | $106,890-40.9% | $84,015-24.8% | $152,861-58.7% |
| Participation rate | 14.3% | 75.2%-61.0pp | 69.0%-54.7pp | 82.4%-68.2pp |
| Annual return | 28.53% | 104.99%-76.5pp | 71.31%-42.8pp | 345.32%-316.8pp |
| Employer contribution / active EE | $651 | $2,734-76.2% | $1,983-67.2% | $4,762-86.3% |
| Participant deferral / active EE | $3,571 | $4,011-11.0% | $3,239+10.3% | $5,850-39.0% |
| Admin fee / account holder | $20 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |