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 | $62,225 | $68,346-9.0% | $94,646-34.3% | $75,163-17.2% |
| Participation rate | 63.6% | 76.1%-12.5pp | 80.8%-17.2pp | 67.2%-3.6pp |
| Annual return | 21.69% | 616.93%-595.2pp | 156.71%-135.0pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,101 | $2,701-22.2% | $3,672-42.8% | $2,670-21.3% |
| Participant deferral / active EE | $3,897 | $6,537-40.4% | $7,418-47.5% | $4,125-5.5% |
| Admin fee / account holder | $242 | $5,326-95.5% | $7,231-96.7% | $5,651-95.7% |