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 7-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 | $28,656 | $172,111-83.4% | $150,298-80.9% | $137,256-79.1% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 18.63% | 69.37%-50.7pp | 62.79%-44.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,052 | $4,636-77.3% | $4,154-74.7% | $4,156-74.7% |
| Participant deferral / active EE | $4,304 | $6,166-30.2% | $5,453-21.1% | $6,407-32.8% |
| Admin fee / account holder | $270 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |