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 | $29,195 | $106,515-72.6% | $96,683-69.8% | $139,434-79.1% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 19.29% | 38.43%-19.1pp | 35.69%-16.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,221 | $4,103-70.2% | $3,737-67.3% | $4,751-74.3% |
| Participant deferral / active EE | $1,802 | $5,454-67.0% | $4,878-63.1% | $6,710-73.1% |
| Admin fee / account holder | $5 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |