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 | $31,077 | $100,852-69.2% | $90,404-65.6% | $158,922-80.4% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 33.16% | 1724.20%-1691.0pp | 1293.02%-1259.9pp | 302.83%-269.7pp |
| Employer contribution / active EE | $873 | $3,689-76.3% | $3,262-73.2% | $4,761-81.7% |
| Participant deferral / active EE | $3,090 | $4,348-28.9% | $3,963-22.0% | $5,982-48.3% |
| Admin fee / account holder | $246 | $6,501-96.2% | $5,611-95.6% | $11,246-97.8% |