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 | $64,691 | $176,056-63.3% | $159,436-59.4% | $167,490-61.4% |
| Participation rate | 56.3% | 84.9%-28.7pp | 82.8%-26.6pp | 82.1%-25.9pp |
| Annual return | 98.33% | 331.75%-233.4pp | 263.57%-165.2pp | 478.56%-380.2pp |
| Employer contribution / active EE | $1,105 | $5,297-79.1% | $4,829-77.1% | $4,837-77.2% |
| Participant deferral / active EE | $3,254 | $7,750-58.0% | $7,352-55.7% | $6,341-48.7% |
| Admin fee / account holder | $229 | $12,554-98.2% | $10,799-97.9% | $12,309-98.1% |