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 | $47,253 | $64,839-27.1% | $95,585-50.6% | $84,808-44.3% |
| Participation rate | 53.3% | 63.8%-10.5pp | 72.1%-18.7pp | 68.3%-15.0pp |
| Annual return | 16.58% | -670.96%+687.5pp | 38.56%-22.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,710 | $1,759-2.8% | $2,527-32.3% | $2,631-35.0% |
| Participant deferral / active EE | $3,483 | $2,965+17.5% | $4,023-13.4% | $4,212-17.3% |
| Admin fee / account holder | $46 | $5,964-99.2% | $6,127-99.3% | $7,344-99.4% |