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 | $21,521 | $96,635-77.7% | $86,612-75.2% | $139,434-84.6% |
| Participation rate | 46.2% | 74.4%-28.2pp | 71.7%-25.5pp | 80.3%-34.2pp |
| Annual return | 21.99% | 106.41%-84.4pp | 591.07%-569.1pp | 372.94%-350.9pp |
| Employer contribution / active EE | $865 | $3,263-73.5% | $3,022-71.4% | $4,751-81.8% |
| Participant deferral / active EE | $1,891 | $4,836-60.9% | $4,438-57.4% | $6,710-71.8% |
| Admin fee / account holder | $140 | $6,408-97.8% | $5,614-97.5% | $11,403-98.8% |