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 10-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 | $44,922 | $217,402-79.3% | $185,823-75.8% | $167,490-73.2% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 13.51% | 148.36%-134.8pp | 122.05%-108.5pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,807 | $5,873-69.2% | $5,167-65.0% | $4,837-62.6% |
| Participant deferral / active EE | $7,673 | $6,356+20.7% | $5,568+37.8% | $6,341+21.0% |
| Admin fee / account holder | $8 | $19,811-100.0% | $16,237-99.9% | $12,309-99.9% |