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 | $55,330 | $124,281-55.5% | $109,143-49.3% | $167,490-67.0% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 36.17% | 26.04%+10.1pp | 25.75%+10.4pp | 478.56%-442.4pp |
| Employer contribution / active EE | $1,597 | $4,207-62.0% | $3,722-57.1% | $4,837-67.0% |
| Participant deferral / active EE | $3,349 | $5,255-36.3% | $4,653-28.0% | $6,341-47.2% |
| Admin fee / account holder | $203 | $7,970-97.5% | $6,752-97.0% | $12,309-98.4% |