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 9-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 | $48,595 | $144,119-66.3% | $117,854-58.8% | $147,584-67.1% |
| Participation rate | 36.4% | 83.4%-47.1pp | 79.7%-43.3pp | 82.8%-46.5pp |
| Annual return | 15.55% | 531.15%-515.6pp | 335.08%-319.5pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,509 | $4,896-69.2% | $3,786-60.1% | $4,876-69.1% |
| Participant deferral / active EE | $2,326 | $5,316-56.2% | $4,482-48.1% | $5,439-57.2% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |