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 | $55,470 | $117,841-52.9% | $102,423-45.8% | $145,922-62.0% |
| Participation rate | 23.5% | 78.6%-55.1pp | 76.5%-53.0pp | 80.3%-56.7pp |
| Annual return | 11.94% | 31.65%-19.7pp | 29.32%-17.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $861 | $3,615-76.2% | $3,023-71.5% | $4,660-81.5% |
| Participant deferral / active EE | $1,802 | $5,731-68.5% | $5,053-64.3% | $6,688-73.0% |
| Admin fee / account holder | $88 | $13,326-99.3% | $9,451-99.1% | $13,397-99.3% |