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 | $55,476 | $98,750-43.8% | $149,696-62.9% | $79,858-30.5% |
| Participation rate | 68.3% | 75.8%-7.5pp | 82.5%-14.2pp | 69.6%-1.3pp |
| Annual return | 25.49% | 27.43%-1.9pp | 276.60%-251.1pp | 31.71%-6.2pp |
| Employer contribution / active EE | $3,404 | $3,216+5.8% | $4,644-26.7% | $2,471+37.8% |
| Participant deferral / active EE | $7,166 | $5,680+26.2% | $6,842+4.7% | $3,740+91.6% |
| Admin fee / account holder | $15 | $6,053-99.8% | $9,309-99.8% | $5,306-99.7% |