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 | $47,471 | $156,846-69.7% | $121,098-60.8% | $139,434-66.0% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 10.66% | 1474.56%-1463.9pp | 985.75%-975.1pp | 372.94%-362.3pp |
| Employer contribution / active EE | $1,353 | $5,536-75.6% | $4,164-67.5% | $4,751-71.5% |
| Participant deferral / active EE | $1,000 | $4,844-79.4% | $4,080-75.5% | $6,710-85.1% |
| Admin fee / account holder | $10 | $6,946-99.9% | $5,644-99.8% | $11,403-99.9% |