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 | $40,254 | $102,966-60.9% | $90,281-55.4% | $152,861-73.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 15.51% | 95.16%-79.7pp | 78.10%-62.6pp | 345.32%-329.8pp |
| Employer contribution / active EE | $573 | $3,139-81.8% | $2,854-79.9% | $4,762-88.0% |
| Participant deferral / active EE | $916 | $4,281-78.6% | $3,885-76.4% | $5,850-84.3% |
| Admin fee / account holder | $194 | $6,171-96.9% | $5,351-96.4% | $11,596-98.3% |