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 | $71,904 | $112,096-35.9% | $95,952-25.1% | $158,922-54.8% |
| Participation rate | 28.6% | 79.0%-50.4pp | 77.1%-48.5pp | 82.0%-53.4pp |
| Annual return | 14.55% | 171.09%-156.5pp | 91.61%-77.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,262 | $3,198-60.5% | $2,541-50.3% | $4,761-73.5% |
| Participant deferral / active EE | $3,043 | $4,784-36.4% | $4,167-27.0% | $5,982-49.1% |
| Admin fee / account holder | $32 | $10,130-99.7% | $6,795-99.5% | $11,246-99.7% |