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 | $56,953 | $127,065-55.2% | $113,168-49.7% | $142,382-60.0% |
| Participation rate | 45.8% | 79.2%-33.4pp | 76.6%-30.7pp | 80.1%-34.3pp |
| Annual return | 18.31% | 24.03%-5.7pp | 24.27%-6.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,609 | $3,442-53.2% | $2,975-45.9% | $4,299-62.6% |
| Participant deferral / active EE | $2,601 | $5,716-54.5% | $5,107-49.1% | $6,507-60.0% |
| Admin fee / account holder | $20 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |