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 | $18,386 | $102,966-82.1% | $90,281-79.6% | $152,861-88.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 34.62% | 95.16%-60.5pp | 78.10%-43.5pp | 345.32%-310.7pp |
| Employer contribution / active EE | $2,000 | $3,139-36.3% | $2,854-29.9% | $4,762-58.0% |
| Participant deferral / active EE | $2,500 | $4,281-41.6% | $3,885-35.7% | $5,850-57.3% |
| Admin fee / account holder | $96 | $6,171-98.4% | $5,351-98.2% | $11,596-99.2% |