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 | $85,787 | $100,773-14.9% | $88,946-3.6% | $142,382-39.7% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.8%-43.8pp | 80.1%-55.1pp |
| Annual return | 21.52% | 70.18%-48.7pp | 57.82%-36.3pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,154 | $2,918-60.5% | $2,555-54.8% | $4,299-73.2% |
| Participant deferral / active EE | $1,504 | $5,230-71.2% | $4,581-67.2% | $6,507-76.9% |
| Admin fee / account holder | $60 | $9,693-99.4% | $8,261-99.3% | $12,624-99.5% |