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 | $61,620 | $99,918-38.3% | $81,382-24.3% | $145,922-57.8% |
| Participation rate | 47.6% | 74.2%-26.6pp | 69.5%-21.9pp | 80.3%-32.7pp |
| Annual return | 9.31% | 34.32%-25.0pp | 24.73%-15.4pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,105 | $2,978-29.3% | $2,463-14.5% | $4,660-54.8% |
| Participant deferral / active EE | $4,690 | $4,605+1.8% | $3,883+20.8% | $6,688-29.9% |
| Admin fee / account holder | $172 | $8,212-97.9% | $5,768-97.0% | $13,397-98.7% |