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 | $25,340 | $60,124-57.9% | $90,404-72.0% | $79,858-68.3% |
| Participation rate | 59.3% | 65.0%-5.7pp | 72.7%-13.4pp | 69.6%-10.4pp |
| Annual return | 20.94% | 71.94%-51.0pp | 1293.02%-1272.1pp | 31.71%-10.8pp |
| Employer contribution / active EE | $1,976 | $2,068-4.5% | $3,262-39.4% | $2,471-20.0% |
| Participant deferral / active EE | $2,523 | $2,938-14.1% | $3,963-36.3% | $3,740-32.5% |
| Admin fee / account holder | $20 | $3,976-99.5% | $5,611-99.7% | $5,306-99.6% |