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 | $36,874 | $89,355-58.7% | $141,162-73.9% | $72,985-49.5% |
| Participation rate | 59.5% | 75.1%-15.6pp | 82.5%-22.9pp | 69.5%-10.0pp |
| Annual return | 60.33% | 111.85%-51.5pp | 71.39%-11.1pp | 81.00%-20.7pp |
| Employer contribution / active EE | $3,326 | $3,114+6.8% | $4,735-29.8% | $2,440+36.3% |
| Participant deferral / active EE | $7,613 | $5,418+40.5% | $6,709+13.5% | $3,607+111.0% |
| Admin fee / account holder | $186 | $5,958-96.9% | $10,261-98.2% | $5,124-96.4% |