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 9-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 | $23,069 | $165,335-86.0% | $149,696-84.6% | $158,922-85.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 21.34% | 348.15%-326.8pp | 276.60%-255.3pp | 302.83%-281.5pp |
| Employer contribution / active EE | $2,315 | $5,103-54.6% | $4,644-50.2% | $4,761-51.4% |
| Participant deferral / active EE | $3,472 | $7,181-51.6% | $6,842-49.3% | $5,982-42.0% |
| Admin fee / account holder | $68 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |