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 | $50,124 | $51,576-2.8% | $129,207-61.2% | $80,856-38.0% |
| Participation rate | 25.0% | 57.0%-32.0pp | 69.6%-44.6pp | 67.6%-42.6pp |
| Annual return | 20.73% | 20.81%-0.1pp | 9417.33%-9396.6pp | 35.59%-14.9pp |
| Employer contribution / active EE | $1,032 | $1,584-34.9% | $4,153-75.2% | $2,755-62.6% |
| Participant deferral / active EE | $1,708 | $2,669-36.0% | $4,168-59.0% | $4,296-60.2% |
| Admin fee / account holder | $139 | $4,305-96.8% | $7,715-98.2% | $6,918-98.0% |