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 | $51,359 | $165,335-68.9% | $149,696-65.7% | $158,922-67.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 19.24% | 348.15%-328.9pp | 276.60%-257.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,002 | $5,103-60.8% | $4,644-56.9% | $4,761-57.9% |
| Participant deferral / active EE | $3,566 | $7,181-50.3% | $6,842-47.9% | $5,982-40.4% |
| Admin fee / account holder | $207 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |