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 | $63,482 | $102,317-38.0% | $146,958-56.8% | $80,856-21.5% |
| Participation rate | 45.7% | 75.8%-30.1pp | 82.2%-36.4pp | 67.6%-21.9pp |
| Annual return | 15.53% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $883 | $3,713-76.2% | $4,933-82.1% | $2,755-67.9% |
| Participant deferral / active EE | $3,532 | $6,644-46.8% | $8,070-56.2% | $4,296-17.8% |
| Admin fee / account holder | $147 | $7,941-98.1% | $12,998-98.9% | $6,918-97.9% |