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 8-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 | $37,716 | $152,587-75.3% | $125,175-69.9% | $152,861-75.3% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.4%-25.3pp |
| Annual return | 24.21% | 54.84%-30.6pp | 43.79%-19.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,436 | $4,946-71.0% | $3,865-62.8% | $4,762-69.8% |
| Participant deferral / active EE | $8,236 | $5,868+40.4% | $4,937+66.8% | $5,850+40.8% |
| Admin fee / account holder | $271 | $13,434-98.0% | $9,702-97.2% | $11,596-97.7% |