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 | $23,819 | $103,376-77.0% | $87,100-72.7% | $152,861-84.4% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.9%-19.7pp | 82.4%-25.3pp |
| Annual return | 25.56% | 28.10%-2.5pp | 28.19%-2.6pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,013 | $3,220-68.5% | $2,521-59.8% | $4,762-78.7% |
| Participant deferral / active EE | $7,476 | $4,778+56.5% | $4,049+84.6% | $5,850+27.8% |
| Admin fee / account holder | $176 | $12,205-98.6% | $7,497-97.7% | $11,596-98.5% |