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 | $34,112 | $112,881-69.8% | $90,951-62.5% | $158,922-78.5% |
| Participation rate | 46.2% | 74.7%-28.6pp | 69.0%-22.9pp | 82.0%-35.8pp |
| Annual return | 17.73% | 215.79%-198.1pp | 134.60%-116.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $992 | $2,893-65.7% | $2,122-53.3% | $4,761-79.2% |
| Participant deferral / active EE | $2,022 | $4,128-51.0% | $3,373-40.0% | $5,982-66.2% |
| Admin fee / account holder | $25 | $8,041-99.7% | $5,959-99.6% | $11,246-99.8% |