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 | $28,965 | $88,751-67.4% | $81,812-64.6% | $145,922-80.2% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.3%-26.2pp | 80.3%-34.1pp |
| Annual return | 12.43% | 1025.40%-1013.0pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $772 | $3,083-74.9% | $2,912-73.5% | $4,660-83.4% |
| Participant deferral / active EE | $1,795 | $4,643-61.3% | $4,319-58.4% | $6,688-73.2% |
| Admin fee / account holder | $229 | $8,415-97.3% | $7,386-96.9% | $13,397-98.3% |