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 | $84,812 | $158,398-46.5% | $126,539-33.0% | $142,382-40.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 19.41% | 593.76%-574.4pp | 425.95%-406.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,785 | $4,650-61.6% | $3,674-51.4% | $4,299-58.5% |
| Participant deferral / active EE | $2,165 | $4,767-54.6% | $4,083-47.0% | $6,507-66.7% |
| Admin fee / account holder | $45 | $6,918-99.3% | $6,065-99.3% | $12,624-99.6% |