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 7-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 | $59,511 | $124,281-52.1% | $109,143-45.5% | $167,490-64.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 12.84% | 26.04%-13.2pp | 25.75%-12.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,528 | $4,207-39.9% | $3,722-32.1% | $4,837-47.7% |
| Participant deferral / active EE | $5,260 | $5,255+0.1% | $4,653+13.0% | $6,341-17.1% |
| Admin fee / account holder | $34 | $7,970-99.6% | $6,752-99.5% | $12,309-99.7% |