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 | $40,578 | $107,334-62.2% | $92,893-56.3% | $152,861-73.5% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.4%-57.4pp |
| Annual return | 43.41% | 145.58%-102.2pp | 109.41%-66.0pp | 345.32%-301.9pp |
| Employer contribution / active EE | $1,167 | $4,221-72.4% | $3,653-68.1% | $4,762-75.5% |
| Participant deferral / active EE | $4,500 | $4,845-7.1% | $4,236+6.2% | $5,850-23.1% |
| Admin fee / account holder | $300 | $7,079-95.8% | $5,794-94.8% | $11,596-97.4% |