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 6-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 | $27,400 | $154,117-82.2% | $129,995-78.9% | $139,434-80.3% |
| Participation rate | 58.8% | 82.0%-23.1pp | 78.5%-19.7pp | 80.3%-21.5pp |
| Annual return | 26.31% | 32.48%-6.2pp | -137.18%+163.5pp | 372.94%-346.6pp |
| Employer contribution / active EE | $1,735 | $5,289-67.2% | $4,320-59.8% | $4,751-63.5% |
| Participant deferral / active EE | $2,471 | $6,710-63.2% | $5,820-57.5% | $6,710-63.2% |
| Admin fee / account holder | $176 | $14,007-98.7% | $10,614-98.3% | $11,403-98.5% |