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 | $58,032 | $157,256-63.1% | $141,162-58.9% | $152,861-62.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 35.54% | 64.32%-28.8pp | 71.39%-35.8pp | 345.32%-309.8pp |
| Employer contribution / active EE | $10,900 | $5,261+107.2% | $4,735+130.2% | $4,762+128.9% |
| Participant deferral / active EE | $12,000 | $7,109+68.8% | $6,709+78.9% | $5,850+105.1% |
| Admin fee / account holder | $193 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |