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 | $62,444 | $96,305-35.2% | $80,569-22.5% | $139,434-55.2% |
| Participation rate | 27.3% | 73.6%-46.4pp | 67.0%-39.7pp | 80.3%-53.0pp |
| Annual return | 10.37% | 1350.08%-1339.7pp | 935.43%-925.1pp | 372.94%-362.6pp |
| Employer contribution / active EE | $506 | $3,262-84.5% | $2,723-81.4% | $4,751-89.3% |
| Participant deferral / active EE | $956 | $5,232-81.7% | $4,447-78.5% | $6,710-85.8% |
| Admin fee / account holder | $168 | $6,599-97.4% | $5,377-96.9% | $11,403-98.5% |