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 | $43,773 | $101,069-56.7% | $81,478-46.3% | $147,584-70.3% |
| Participation rate | 25.0% | 74.5%-49.5pp | 68.0%-43.0pp | 82.8%-57.8pp |
| Annual return | 17.53% | 32.40%-14.9pp | 38.78%-21.2pp | 578.55%-561.0pp |
| Employer contribution / active EE | $621 | $3,205-80.6% | $2,568-75.8% | $4,876-87.3% |
| Participant deferral / active EE | $1,827 | $4,242-56.9% | $3,537-48.3% | $5,439-66.4% |
| Admin fee / account holder | $133 | $5,812-97.7% | $4,561-97.1% | $10,885-98.8% |