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 | $30,025 | $176,056-82.9% | $159,436-81.2% | $167,490-82.1% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 15.81% | 331.75%-315.9pp | 263.57%-247.8pp | 478.56%-462.8pp |
| Employer contribution / active EE | $3,294 | $5,297-37.8% | $4,829-31.8% | $4,837-31.9% |
| Participant deferral / active EE | $4,624 | $7,750-40.3% | $7,352-37.1% | $6,341-27.1% |
| Admin fee / account holder | $99 | $12,554-99.2% | $10,799-99.1% | $12,309-99.2% |