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 | $25,138 | $112,881-77.7% | $90,951-72.4% | $158,922-84.2% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 296.87% | 215.79%+81.1pp | 134.60%+162.3pp | 302.83%-6.0pp |
| Employer contribution / active EE | $1,090 | $2,893-62.3% | $2,122-48.7% | $4,761-77.1% |
| Participant deferral / active EE | $1,294 | $4,128-68.7% | $3,373-61.6% | $5,982-78.4% |
| Admin fee / account holder | $137 | $8,041-98.3% | $5,959-97.7% | $11,246-98.8% |