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 | $28,052 | $107,334-73.9% | $92,893-69.8% | $152,861-81.6% |
| Participation rate | 46.2% | 79.8%-33.6pp | 76.0%-29.9pp | 82.4%-36.3pp |
| Annual return | 24.84% | 145.58%-120.7pp | 109.41%-84.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,229 | $4,221-70.9% | $3,653-66.4% | $4,762-74.2% |
| Participant deferral / active EE | $4,126 | $4,845-14.8% | $4,236-2.6% | $5,850-29.5% |
| Admin fee / account holder | $221 | $7,079-96.9% | $5,794-96.2% | $11,596-98.1% |