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 3-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 | $46,961 | $202,432-76.8% | $169,368-72.3% | $139,434-66.3% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 22.88% | 531.74%-508.9pp | 405.60%-382.7pp | 372.94%-350.1pp |
| Employer contribution / active EE | $802 | $4,692-82.9% | $4,013-80.0% | $4,751-83.1% |
| Participant deferral / active EE | $10,109 | $6,938+45.7% | $6,221+62.5% | $6,710+50.7% |
| Admin fee / account holder | $20 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |