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 | $52,790 | $148,534-64.5% | $135,903-61.2% | $139,434-62.1% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | 21.54% | 79.19%-57.7pp | 68.23%-46.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,031 | $5,243-61.3% | $4,856-58.2% | $4,751-57.2% |
| Participant deferral / active EE | $3,913 | $8,100-51.7% | $7,758-49.6% | $6,710-41.7% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |