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 | $56,341 | $102,966-45.3% | $90,281-37.6% | $152,861-63.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 41.89% | 95.16%-53.3pp | 78.10%-36.2pp | 345.32%-303.4pp |
| Employer contribution / active EE | $1,096 | $3,139-65.1% | $2,854-61.6% | $4,762-77.0% |
| Participant deferral / active EE | $1,898 | $4,281-55.7% | $3,885-51.1% | $5,850-67.6% |
| Admin fee / account holder | $198 | $6,171-96.8% | $5,351-96.3% | $11,596-98.3% |