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 | $36,382 | $91,190-60.1% | $178,490-79.6% | $79,858-54.4% |
| Participation rate | 57.1% | 69.2%-12.1pp | 81.9%-24.8pp | 69.6%-12.5pp |
| Annual return | 17.48% | 24.19%-6.7pp | 151.07%-133.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,039 | $3,256-68.1% | $5,011-79.3% | $2,471-58.0% |
| Participant deferral / active EE | $3,127 | $3,236-3.4% | $5,202-39.9% | $3,740-16.4% |
| Admin fee / account holder | $155 | $6,751-97.7% | $13,984-98.9% | $5,306-97.1% |