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 | $98,463 | $185,200-46.8% | $142,863-31.1% | $167,490-41.2% |
| Participation rate | 50.0% | 78.4%-28.4pp | 71.9%-21.9pp | 82.1%-32.1pp |
| Annual return | 12.79% | 8555.70%-8542.9pp | 5637.54%-5624.7pp | 478.56%-465.8pp |
| Employer contribution / active EE | $756 | $5,604-86.5% | $4,144-81.8% | $4,837-84.4% |
| Participant deferral / active EE | $4,173 | $4,494-7.1% | $3,837+8.8% | $6,341-34.2% |
| Admin fee / account holder | $125 | $8,031-98.4% | $6,560-98.1% | $12,309-99.0% |