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 | $37,770 | $115,770-67.4% | $101,248-62.7% | $158,922-76.2% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 28.85% | 56.14%-27.3pp | 46.47%-17.6pp | 302.83%-274.0pp |
| Employer contribution / active EE | $1,083 | $4,175-74.1% | $3,660-70.4% | $4,761-77.3% |
| Participant deferral / active EE | $3,625 | $4,957-26.9% | $4,370-17.1% | $5,982-39.4% |
| Admin fee / account holder | $84 | $7,245-98.8% | $5,945-98.6% | $11,246-99.3% |