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 | $32,755 | $114,047-71.3% | $96,139-65.9% | $167,490-80.4% |
| Participation rate | 63.2% | 75.1%-11.9pp | 68.4%-5.3pp | 82.1%-18.9pp |
| Annual return | 39.96% | 189.88%-149.9pp | 191.94%-152.0pp | 478.56%-438.6pp |
| Employer contribution / active EE | $1,701 | $3,427-50.4% | $2,797-39.2% | $4,837-64.8% |
| Participant deferral / active EE | $4,156 | $5,194-20.0% | $4,349-4.4% | $6,341-34.5% |
| Admin fee / account holder | $270 | $6,897-96.1% | $5,537-95.1% | $12,309-97.8% |