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 | $51,472 | $140,940-63.5% | $112,229-54.1% | $139,434-63.1% |
| Participation rate | 53.8% | 79.2%-25.3pp | 72.4%-18.6pp | 80.3%-26.5pp |
| Annual return | 20.96% | 32.71%-11.7pp | 30.20%-9.2pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,229 | $4,283-71.3% | $3,430-64.2% | $4,751-74.1% |
| Participant deferral / active EE | $4,355 | $5,874-25.9% | $4,798-9.2% | $6,710-35.1% |
| Admin fee / account holder | $96 | $9,954-99.0% | $7,748-98.8% | $11,403-99.2% |