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 9-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 | $37,371 | $79,449-53.0% | $189,557-80.3% | $85,850-56.5% |
| Participation rate | 43.3% | 66.0%-22.7pp | 78.4%-35.1pp | 69.3%-26.0pp |
| Annual return | 19.63% | 18.45%+1.2pp | 64.17%-44.5pp | 318.53%-298.9pp |
| Employer contribution / active EE | $788 | $2,081-62.1% | $4,412-82.1% | $2,565-69.3% |
| Participant deferral / active EE | $1,601 | $4,051-60.5% | $6,174-74.1% | $3,952-59.5% |
| Admin fee / account holder | $151 | $5,377-97.2% | $9,807-98.5% | $6,260-97.6% |