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 | $45,150 | $124,281-63.7% | $109,143-58.6% | $167,490-73.0% |
| Participation rate | 38.9% | 79.4%-40.6pp | 75.9%-37.0pp | 82.1%-43.2pp |
| Annual return | 19.46% | 26.04%-6.6pp | 25.75%-6.3pp | 478.56%-459.1pp |
| Employer contribution / active EE | $1,321 | $4,207-68.6% | $3,722-64.5% | $4,837-72.7% |
| Participant deferral / active EE | $3,631 | $5,255-30.9% | $4,653-22.0% | $6,341-42.7% |
| Admin fee / account holder | $1 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |