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 | $46,615 | $106,890-56.4% | $84,015-44.5% | $152,861-69.5% |
| Participation rate | 28.6% | 75.2%-46.7pp | 69.0%-40.4pp | 82.4%-53.9pp |
| Annual return | 27.50% | 104.99%-77.5pp | 71.31%-43.8pp | 345.32%-317.8pp |
| Employer contribution / active EE | $798 | $2,734-70.8% | $1,983-59.8% | $4,762-83.2% |
| Participant deferral / active EE | $3,433 | $4,011-14.4% | $3,239+6.0% | $5,850-41.3% |
| Admin fee / account holder | $125 | $8,285-98.5% | $6,101-98.0% | $11,596-98.9% |