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 | $23,281 | $107,791-78.4% | $90,645-74.3% | $135,375-82.8% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | 103.91% | -0.90%+104.8pp | 1.88%+102.0pp | 519.73%-415.8pp |
| Employer contribution / active EE | $975 | $3,018-67.7% | $2,532-61.5% | $4,779-79.6% |
| Participant deferral / active EE | $1,420 | $3,872-63.3% | $3,425-58.5% | $5,609-74.7% |
| Admin fee / account holder | $288 | $5,930-95.1% | $4,994-94.2% | $10,827-97.3% |