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 6-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 | $52,592 | $110,257-52.3% | $96,544-45.5% | $139,434-62.3% |
| Participation rate | 15.8% | 78.1%-62.3pp | 76.0%-60.2pp | 80.3%-64.5pp |
| Annual return | 19.50% | 26.32%-6.8pp | 25.84%-6.3pp | 372.94%-353.4pp |
| Employer contribution / active EE | $813 | $3,620-77.5% | $2,965-72.6% | $4,751-82.9% |
| Participant deferral / active EE | $1,789 | $5,548-67.7% | $4,851-63.1% | $6,710-73.3% |
| Admin fee / account holder | $96 | $11,591-99.2% | $8,252-98.8% | $11,403-99.2% |