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 | $31,810 | $52,279-39.2% | $89,391-64.4% | $79,858-60.2% |
| Participation rate | 20.0% | 57.5%-37.5pp | 68.0%-48.0pp | 69.6%-49.6pp |
| Annual return | 57.84% | 22.16%+35.7pp | 245.62%-187.8pp | 31.71%+26.1pp |
| Employer contribution / active EE | $605 | $1,572-61.5% | $2,586-76.6% | $2,471-75.5% |
| Participant deferral / active EE | $1,402 | $2,740-48.8% | $3,890-64.0% | $3,740-62.5% |
| Admin fee / account holder | $182 | $3,356-94.6% | $4,881-96.3% | $5,306-96.6% |