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 | $44,267 | $108,172-59.1% | $77,482-42.9% | $158,922-72.1% |
| Participation rate | 17.4% | 64.4%-47.0pp | 54.2%-36.8pp | 82.0%-64.6pp |
| Annual return | 17.21% | 31.67%-14.5pp | 54.79%-37.6pp | 302.83%-285.6pp |
| Employer contribution / active EE | $379 | $1,325-71.4% | $986-61.6% | $4,761-92.0% |
| Participant deferral / active EE | $2,455 | $2,456-0.1% | $1,861+31.9% | $5,982-59.0% |
| Admin fee / account holder | $2 | $3,708-99.9% | $2,858-99.9% | $11,246-100.0% |