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 | $35,453 | $111,535-68.2% | $105,223-66.3% | $137,256-74.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 22.26% | 237.85%-215.6pp | 180.65%-158.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,819 | $3,939-53.8% | $3,689-50.7% | $4,156-56.2% |
| Participant deferral / active EE | $3,785 | $5,500-31.2% | $5,072-25.4% | $6,407-40.9% |
| Admin fee / account holder | $296 | $9,721-97.0% | $8,859-96.7% | $12,270-97.6% |