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 9-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 | $47,414 | $144,119-67.1% | $117,854-59.8% | $147,584-67.9% |
| Participation rate | 68.8% | 83.4%-14.7pp | 79.7%-10.9pp | 82.8%-14.1pp |
| Annual return | 13.56% | 531.15%-517.6pp | 335.08%-321.5pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,610 | $4,896-46.7% | $3,786-31.1% | $4,876-46.5% |
| Participant deferral / active EE | $4,276 | $5,316-19.6% | $4,482-4.6% | $5,439-21.4% |
| Admin fee / account holder | $191 | $10,886-98.2% | $8,020-97.6% | $10,885-98.2% |