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 | $40,122 | $111,535-64.0% | $105,223-61.9% | $137,256-70.8% |
| Participation rate | 43.8% | 78.1%-34.3pp | 75.0%-31.3pp | 80.0%-36.2pp |
| Annual return | 13.28% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $859 | $3,939-78.2% | $3,689-76.7% | $4,156-79.3% |
| Participant deferral / active EE | $2,206 | $5,500-59.9% | $5,072-56.5% | $6,407-65.6% |
| Admin fee / account holder | $239 | $9,721-97.5% | $8,859-97.3% | $12,270-98.1% |