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 | $64,766 | $102,616-36.9% | $81,983-21.0% | $158,922-59.2% |
| Participation rate | 35.3% | 75.5%-40.2pp | 69.2%-34.0pp | 82.0%-46.7pp |
| Annual return | 19.25% | 61.04%-41.8pp | 41.31%-22.1pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,088 | $3,240-66.4% | $2,498-56.5% | $4,761-77.2% |
| Participant deferral / active EE | $5,378 | $4,648+15.7% | $3,722+44.5% | $5,982-10.1% |
| Admin fee / account holder | $215 | $8,235-97.4% | $5,664-96.2% | $11,246-98.1% |