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 | $177,572-83.9% | $154,803-81.5% | $142,382-79.9% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.1%-8.8pp | 80.1%-10.9pp |
| Annual return | 18.63% | 65.07%-46.4pp | 58.88%-40.3pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,052 | $4,810-78.1% | $4,305-75.6% | $4,299-75.5% |
| Participant deferral / active EE | $4,304 | $6,272-31.4% | $5,540-22.3% | $6,507-33.9% |
| Admin fee / account holder | $270 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |