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 | $24,808 | $94,752-73.8% | $112,887-78.0% | $139,434-82.2% |
| Participation rate | 60.0% | 81.3%-21.3pp | 80.5%-20.5pp | 80.3%-20.3pp |
| Annual return | 25.06% | 40.88%-15.8pp | 34.10%-9.0pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,713 | $4,625-63.0% | $4,563-62.5% | $4,751-64.0% |
| Participant deferral / active EE | $8,414 | $6,512+29.2% | $6,513+29.2% | $6,710+25.4% |
| Admin fee / account holder | $148 | $8,527-98.3% | $7,047-97.9% | $11,403-98.7% |