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 | $104,745 | $176,377-40.6% | $134,143-21.9% | $158,922-34.1% |
| Participation rate | 33.3% | 78.7%-45.4pp | 72.2%-38.8pp | 82.0%-48.6pp |
| Annual return | 12.10% | 63.63%-51.5pp | 36.33%-24.2pp | 302.83%-290.7pp |
| Employer contribution / active EE | $626 | $5,040-87.6% | $3,704-83.1% | $4,761-86.8% |
| Participant deferral / active EE | $2,976 | $4,091-27.3% | $3,499-14.9% | $5,982-50.3% |
| Admin fee / account holder | $117 | $8,718-98.7% | $6,684-98.3% | $11,246-99.0% |