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 | $37,575 | $124,425-69.8% | $112,040-66.5% | $137,256-72.6% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 23.44% | 24.72%-1.3pp | 24.52%-1.1pp | 220.34%-196.9pp |
| Employer contribution / active EE | $1,561 | $3,411-54.3% | $2,954-47.2% | $4,156-62.4% |
| Participant deferral / active EE | $2,564 | $5,718-55.2% | $5,098-49.7% | $6,407-60.0% |
| Admin fee / account holder | $24 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |