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 | $46,566 | $54,705-14.9% | $71,209-34.6% | $84,808-45.1% |
| Participation rate | 40.0% | 64.1%-24.1pp | 73.8%-33.8pp | 68.3%-28.3pp |
| Annual return | 18.05% | 35.90%-17.8pp | 282.51%-264.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,821 | $2,158-15.6% | $2,721-33.1% | $2,631-30.8% |
| Participant deferral / active EE | $2,406 | $3,030-20.6% | $4,175-42.4% | $4,212-42.9% |
| Admin fee / account holder | $8 | $4,863-99.8% | $5,349-99.9% | $7,344-99.9% |