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 6-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 | $35,734 | $111,754-68.0% | $103,333-65.4% | $145,922-75.5% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.6pp |
| Annual return | 14.85% | 24.77%-9.9pp | 24.88%-10.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,824 | $4,212-56.7% | $3,868-52.8% | $4,660-60.9% |
| Participant deferral / active EE | $4,746 | $5,619-15.5% | $5,057-6.2% | $6,688-29.0% |
| Admin fee / account holder | $89 | $9,750-99.1% | $8,355-98.9% | $13,397-99.3% |