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 | $45,690 | $158,817-71.2% | $121,196-62.3% | $135,375-66.2% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.7%-5.1pp | 82.6%-16.0pp |
| Annual return | 111.68% | -0.64%+112.3pp | 16.93%+94.7pp | 519.73%-408.1pp |
| Employer contribution / active EE | $468 | $5,665-91.7% | $4,022-88.4% | $4,779-90.2% |
| Participant deferral / active EE | $576 | $4,005-85.6% | $3,344-82.8% | $5,609-89.7% |
| Admin fee / account holder | $3 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |