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 7-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 | $42,849 | $124,281-65.5% | $109,143-60.7% | $167,490-74.4% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.9%-50.9pp | 82.1%-57.1pp |
| Annual return | 17.81% | 26.04%-8.2pp | 25.75%-7.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $1,030 | $4,207-75.5% | $3,722-72.3% | $4,837-78.7% |
| Participant deferral / active EE | $2,854 | $5,255-45.7% | $4,653-38.7% | $6,341-55.0% |
| Admin fee / account holder | $6 | $7,970-99.9% | $6,752-99.9% | $12,309-100.0% |