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 | $35,685 | $109,327-67.4% | $89,391-60.1% | $158,922-77.5% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.0%-10.8pp | 82.0%-24.8pp |
| Annual return | 18.37% | 345.68%-327.3pp | 245.62%-227.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,920 | $3,170-39.4% | $2,586-25.7% | $4,761-59.7% |
| Participant deferral / active EE | $4,477 | $4,598-2.6% | $3,890+15.1% | $5,982-25.2% |
| Admin fee / account holder | $232 | $6,153-96.2% | $4,881-95.3% | $11,246-97.9% |