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 7-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 | $23,802 | $202,432-88.2% | $169,368-85.9% | $139,434-82.9% |
| Participation rate | 33.3% | 81.1%-47.7pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 14.08% | 531.74%-517.7pp | 405.60%-391.5pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,067 | $4,692-77.3% | $4,013-73.4% | $4,751-77.5% |
| Participant deferral / active EE | $1,333 | $6,938-80.8% | $6,221-78.6% | $6,710-80.1% |
| Admin fee / account holder | $153 | $10,708-98.6% | $9,003-98.3% | $11,403-98.7% |