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 | $31,867 | $104,907-69.6% | $84,611-62.3% | $152,861-79.2% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.4%-49.1pp |
| Annual return | 33.69% | 373.79%-340.1pp | 258.74%-225.1pp | 345.32%-311.6pp |
| Employer contribution / active EE | $1,310 | $3,302-60.3% | $2,652-50.6% | $4,762-72.5% |
| Participant deferral / active EE | $4,289 | $4,688-8.5% | $3,899+10.0% | $5,850-26.7% |
| Admin fee / account holder | $293 | $6,241-95.3% | $4,912-94.0% | $11,596-97.5% |