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 | $45,544 | $109,327-58.3% | $89,391-49.1% | $158,922-71.3% |
| Participation rate | 11.1% | 74.3%-63.1pp | 68.0%-56.9pp | 82.0%-70.8pp |
| Annual return | 24.89% | 345.68%-320.8pp | 245.62%-220.7pp | 302.83%-277.9pp |
| Employer contribution / active EE | $780 | $3,170-75.4% | $2,586-69.8% | $4,761-83.6% |
| Participant deferral / active EE | $929 | $4,598-79.8% | $3,890-76.1% | $5,982-84.5% |
| Admin fee / account holder | $94 | $6,153-98.5% | $4,881-98.1% | $11,246-99.2% |