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 | $30,743 | $176,056-82.5% | $159,436-80.7% | $167,490-81.6% |
| Participation rate | 38.5% | 84.9%-46.5pp | 82.8%-44.4pp | 82.1%-43.6pp |
| Annual return | 19.10% | 331.75%-312.6pp | 263.57%-244.5pp | 478.56%-459.5pp |
| Employer contribution / active EE | $1,320 | $5,297-75.1% | $4,829-72.7% | $4,837-72.7% |
| Participant deferral / active EE | $2,898 | $7,750-62.6% | $7,352-60.6% | $6,341-54.3% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |