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 | $47,853 | $107,334-55.4% | $92,893-48.5% | $152,861-68.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 31.27% | 145.58%-114.3pp | 109.41%-78.1pp | 345.32%-314.0pp |
| Employer contribution / active EE | $1,681 | $4,221-60.2% | $3,653-54.0% | $4,762-64.7% |
| Participant deferral / active EE | $11,000 | $4,845+127.1% | $4,236+159.7% | $5,850+88.0% |
| Admin fee / account holder | $132 | $7,079-98.1% | $5,794-97.7% | $11,596-98.9% |