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 | $30,620 | $176,377-82.6% | $134,143-77.2% | $158,922-80.7% |
| Participation rate | 33.3% | 78.7%-45.4pp | 72.2%-38.8pp | 82.0%-48.6pp |
| Annual return | 15.71% | 63.63%-47.9pp | 36.33%-20.6pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,311 | $5,040-74.0% | $3,704-64.6% | $4,761-72.5% |
| Participant deferral / active EE | $1,000 | $4,091-75.6% | $3,499-71.4% | $5,982-83.3% |
| Admin fee / account holder | $1 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |