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 | $31,259 | $157,256-80.1% | $141,162-77.9% | $152,861-79.6% |
| Participation rate | 56.5% | 84.8%-28.3pp | 82.5%-25.9pp | 82.4%-25.9pp |
| Annual return | 36.35% | 64.32%-28.0pp | 71.39%-35.0pp | 345.32%-309.0pp |
| Employer contribution / active EE | $1,555 | $5,261-70.4% | $4,735-67.2% | $4,762-67.3% |
| Participant deferral / active EE | $2,511 | $7,109-64.7% | $6,709-62.6% | $5,850-57.1% |
| Admin fee / account holder | $292 | $12,120-97.6% | $10,261-97.2% | $11,596-97.5% |