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 | $34,357 | $109,327-68.6% | $89,391-61.6% | $158,922-78.4% |
| Participation rate | 27.8% | 74.3%-46.5pp | 68.0%-40.2pp | 82.0%-54.2pp |
| Annual return | 35.88% | 345.68%-309.8pp | 245.62%-209.7pp | 302.83%-266.9pp |
| Employer contribution / active EE | $540 | $3,170-83.0% | $2,586-79.1% | $4,761-88.7% |
| Participant deferral / active EE | $1,822 | $4,598-60.4% | $3,890-53.2% | $5,982-69.5% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |