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 | $56,563 | $85,022-33.5% | $70,515-19.8% | $139,434-59.4% |
| Participation rate | 46.2% | 73.9%-27.8pp | 68.3%-22.2pp | 80.3%-34.2pp |
| Annual return | 12.11% | 30.38%-18.3pp | 32.77%-20.7pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,785 | $3,909-54.3% | $2,973-40.0% | $4,751-62.4% |
| Participant deferral / active EE | $2,141 | $5,890-63.6% | $4,567-53.1% | $6,710-68.1% |
| Admin fee / account holder | $296 | $8,906-96.7% | $6,412-95.4% | $11,403-97.4% |