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 | $14,010 | $52,279-73.2% | $89,391-84.3% | $79,858-82.5% |
| Participation rate | 51.7% | 57.5%-5.9pp | 68.0%-16.3pp | 69.6%-18.0pp |
| Annual return | 36.69% | 22.16%+14.5pp | 245.62%-208.9pp | 31.71%+5.0pp |
| Employer contribution / active EE | $1,056 | $1,572-32.8% | $2,586-59.2% | $2,471-57.3% |
| Participant deferral / active EE | $1,811 | $2,740-33.9% | $3,890-53.4% | $3,740-51.6% |
| Admin fee / account holder | $102 | $3,356-97.0% | $4,881-97.9% | $5,306-98.1% |