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 3-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 | $38,800 | $111,754-65.3% | $103,333-62.5% | $145,922-73.4% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | 27.22% | 24.77%+2.5pp | 24.88%+2.3pp | 561.29%-534.1pp |
| Employer contribution / active EE | $2,772 | $4,212-34.2% | $3,868-28.3% | $4,660-40.5% |
| Participant deferral / active EE | $5,657 | $5,619+0.7% | $5,057+11.8% | $6,688-15.4% |
| Admin fee / account holder | $121 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |