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 | $41,870 | $157,256-73.4% | $141,162-70.3% | $152,861-72.6% |
| Participation rate | 38.9% | 84.8%-45.9pp | 82.5%-43.6pp | 82.4%-43.6pp |
| Annual return | 24.37% | 64.32%-40.0pp | 71.39%-47.0pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,174 | $5,261-77.7% | $4,735-75.2% | $4,762-75.3% |
| Participant deferral / active EE | $3,602 | $7,109-49.3% | $6,709-46.3% | $5,850-38.4% |
| Admin fee / account holder | $40 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |