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 9-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 | $54,927 | $123,909-55.7% | $69,647-21.1% | $145,922-62.4% |
| Participation rate | 25.0% | 69.2%-44.2pp | 66.5%-41.5pp | 80.3%-55.3pp |
| Annual return | 9.87% | 190.55%-180.7pp | 100.48%-90.6pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,018 | $2,682-62.0% | $1,712-40.5% | $4,660-78.1% |
| Participant deferral / active EE | $1,539 | $4,236-63.7% | $2,886-46.7% | $6,688-77.0% |
| Admin fee / account holder | $256 | $7,863-96.7% | $4,713-94.6% | $13,397-98.1% |