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 | $18,302 | $107,334-82.9% | $92,893-80.3% | $152,861-88.0% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.4%-57.4pp |
| Annual return | 57.11% | 145.58%-88.5pp | 109.41%-52.3pp | 345.32%-288.2pp |
| Employer contribution / active EE | $1,765 | $4,221-58.2% | $3,653-51.7% | $4,762-62.9% |
| Participant deferral / active EE | $3,373 | $4,845-30.4% | $4,236-20.4% | $5,850-42.3% |
| Admin fee / account holder | $50 | $7,079-99.3% | $5,794-99.1% | $11,596-99.6% |