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 | $25,251 | $107,334-76.5% | $92,893-72.8% | $152,861-83.5% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.4%-26.9pp |
| Annual return | 23.45% | 145.58%-122.1pp | 109.41%-86.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,764 | $4,221-34.5% | $3,653-24.3% | $4,762-42.0% |
| Participant deferral / active EE | $2,824 | $4,845-41.7% | $4,236-33.3% | $5,850-51.7% |
| Admin fee / account holder | $136 | $7,079-98.1% | $5,794-97.7% | $11,596-98.8% |