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 9-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 | $48,317 | $90,397-46.6% | $76,002-36.4% | $145,959-66.9% |
| Participation rate | 54.5% | 74.5%-19.9pp | 69.1%-14.5pp | 80.3%-25.7pp |
| Annual return | 13.18% | 621.97%-608.8pp | 360.07%-346.9pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,165 | $3,317-64.9% | $2,688-56.7% | $4,661-75.0% |
| Participant deferral / active EE | $3,025 | $5,163-41.4% | $4,257-28.9% | $6,689-54.8% |
| Admin fee / account holder | $19 | $8,369-99.8% | $6,414-99.7% | $13,398-99.9% |