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 7-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 | $30,070 | $157,256-80.9% | $141,162-78.7% | $152,861-80.3% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 40.79% | 64.32%-23.5pp | 71.39%-30.6pp | 345.32%-304.5pp |
| Employer contribution / active EE | $2,843 | $5,261-46.0% | $4,735-40.0% | $4,762-40.3% |
| Participant deferral / active EE | $6,412 | $7,109-9.8% | $6,709-4.4% | $5,850+9.6% |
| Admin fee / account holder | $4 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |