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 | $35,882 | $106,515-66.3% | $96,683-62.9% | $139,434-74.3% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.3%-9.6pp | 80.3%-15.6pp |
| Annual return | 17.69% | 38.43%-20.7pp | 35.69%-18.0pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,169 | $4,103-47.1% | $3,737-42.0% | $4,751-54.3% |
| Participant deferral / active EE | $4,395 | $5,454-19.4% | $4,878-9.9% | $6,710-34.5% |
| Admin fee / account holder | $278 | $7,877-96.5% | $6,730-95.9% | $11,403-97.6% |