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 | $51,094 | $163,101-68.7% | $136,749-62.6% | $142,382-64.1% |
| Participation rate | 47.6% | 78.2%-30.6pp | 72.1%-24.5pp | 80.1%-32.5pp |
| Annual return | 18.38% | 27.54%-9.2pp | 24.33%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $978 | $4,117-76.2% | $3,400-71.2% | $4,299-77.2% |
| Participant deferral / active EE | $3,546 | $5,585-36.5% | $4,692-24.4% | $6,507-45.5% |
| Admin fee / account holder | $19 | $14,318-99.9% | $11,386-99.8% | $12,624-99.9% |