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 | $46,655 | $70,756-34.1% | $65,493-28.8% | $142,382-67.2% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.1%-40.1pp |
| Annual return | 12.28% | 1754.89%-1742.6pp | 982.45%-970.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,162 | $2,881-59.7% | $2,574-54.8% | $4,299-73.0% |
| Participant deferral / active EE | $3,113 | $4,637-32.9% | $3,961-21.4% | $6,507-52.2% |
| Admin fee / account holder | $35 | $6,559-99.5% | $5,028-99.3% | $12,624-99.7% |