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 | $70,220 | $127,065-44.7% | $113,168-38.0% | $142,382-50.7% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 15.02% | 24.03%-9.0pp | 24.27%-9.2pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,840 | $3,442-46.6% | $2,975-38.2% | $4,299-57.2% |
| Participant deferral / active EE | $3,550 | $5,716-37.9% | $5,107-30.5% | $6,507-45.4% |
| Admin fee / account holder | $94 | $15,736-99.4% | $12,068-99.2% | $12,624-99.3% |