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 | $17,415 | $118,849-85.3% | $96,562-82.0% | $167,490-89.6% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 21.68% | 50.49%-28.8pp | 37.78%-16.1pp | 478.56%-456.9pp |
| Employer contribution / active EE | $2,818 | $3,120-9.7% | $2,356+19.6% | $4,837-41.7% |
| Participant deferral / active EE | $6,838 | $4,616+48.1% | $3,849+77.7% | $6,341+7.8% |
| Admin fee / account holder | $132 | $8,065-98.4% | $6,181-97.9% | $12,309-98.9% |