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 | $103,865 | $152,587-31.9% | $125,175-17.0% | $152,861-32.1% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 23.94% | 54.84%-30.9pp | 43.79%-19.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $12,363 | $4,946+149.9% | $3,865+219.8% | $4,762+159.6% |
| Participant deferral / active EE | $3,430 | $5,868-41.6% | $4,937-30.5% | $5,850-41.4% |
| Admin fee / account holder | $136 | $13,434-99.0% | $9,702-98.6% | $11,596-98.8% |