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 | $43,876 | $105,998-58.6% | $92,233-52.4% | $147,584-70.3% |
| Participation rate | 13.3% | 80.4%-67.1pp | 76.5%-63.1pp | 82.8%-69.5pp |
| Annual return | 10.47% | 50.05%-39.6pp | 176.28%-165.8pp | 578.55%-568.1pp |
| Employer contribution / active EE | $799 | $4,333-81.6% | $3,679-78.3% | $4,876-83.6% |
| Participant deferral / active EE | $2,400 | $4,478-46.4% | $3,897-38.4% | $5,439-55.9% |
| Admin fee / account holder | $132 | $6,332-97.9% | $5,194-97.5% | $10,885-98.8% |