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 | $52,187 | $107,334-51.4% | $92,893-43.8% | $152,861-65.9% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 18.65% | 145.58%-126.9pp | 109.41%-90.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $923 | $4,221-78.1% | $3,653-74.7% | $4,762-80.6% |
| Participant deferral / active EE | $8,333 | $4,845+72.0% | $4,236+96.7% | $5,850+42.4% |
| Admin fee / account holder | $24 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |