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 | $61,050 | $107,334-43.1% | $92,893-34.3% | $152,861-60.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 22.05% | 145.58%-123.5pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,432 | $4,221-42.4% | $3,653-33.4% | $4,762-48.9% |
| Participant deferral / active EE | $4,096 | $4,845-15.5% | $4,236-3.3% | $5,850-30.0% |
| Admin fee / account holder | $36 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |