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 7-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 | $35,165 | $117,983-70.2% | $101,794-65.5% | $142,382-75.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 18.37% | 36.92%-18.5pp | 30.53%-12.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,553 | $2,773-44.0% | $2,289-32.1% | $4,299-63.9% |
| Participant deferral / active EE | $2,602 | $4,714-44.8% | $4,084-36.3% | $6,507-60.0% |
| Admin fee / account holder | $184 | $10,433-98.2% | $8,777-97.9% | $12,624-98.5% |