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 | $31,371 | $157,256-80.1% | $141,162-77.8% | $152,861-79.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 37.91% | 64.32%-26.4pp | 71.39%-33.5pp | 345.32%-307.4pp |
| Employer contribution / active EE | $1,832 | $5,261-65.2% | $4,735-61.3% | $4,762-61.5% |
| Participant deferral / active EE | $9,662 | $7,109+35.9% | $6,709+44.0% | $5,850+65.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |