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 | $32,264 | $176,812-81.8% | $146,665-78.0% | $167,490-80.7% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 50.92% | 24.03%+26.9pp | 22.74%+28.2pp | 478.56%-427.6pp |
| Employer contribution / active EE | $1,615 | $5,160-68.7% | $4,136-61.0% | $4,837-66.6% |
| Participant deferral / active EE | $2,691 | $6,440-58.2% | $5,506-51.1% | $6,341-57.6% |
| Admin fee / account holder | $114 | $13,259-99.1% | $10,280-98.9% | $12,309-99.1% |