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 | $57,444 | $44,960+27.8% | $84,966-32.4% | $74,495-22.9% |
| Participation rate | 20.8% | 49.4%-28.6pp | 67.5%-46.7pp | 67.2%-46.4pp |
| Annual return | 14.49% | 26.24%-11.8pp | 66.38%-51.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $946 | $1,457-35.1% | $2,727-65.3% | $2,623-63.9% |
| Participant deferral / active EE | $1,063 | $2,731-61.1% | $4,519-76.5% | $4,346-75.5% |
| Admin fee / account holder | $156 | $2,209-92.9% | $6,149-97.5% | $1,942-92.0% |