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 | $56,686 | $100,970-43.9% | $96,576-41.3% | $137,256-58.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 14.64% | 38.16%-23.5pp | 38.47%-23.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,952 | $3,809-22.5% | $3,553-16.9% | $4,156-29.0% |
| Participant deferral / active EE | $16,323 | $8,286+97.0% | $7,956+105.1% | $6,407+154.8% |
| Admin fee / account holder | $152 | $11,312-98.7% | $11,381-98.7% | $12,270-98.8% |