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 9-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 | $70,293 | $124,281-43.4% | $109,143-35.6% | $167,490-58.0% |
| Participation rate | 36.4% | 79.4%-43.1pp | 75.9%-39.5pp | 82.1%-45.7pp |
| Annual return | 12.13% | 26.04%-13.9pp | 25.75%-13.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $982 | $4,207-76.7% | $3,722-73.6% | $4,837-79.7% |
| Participant deferral / active EE | $4,267 | $5,255-18.8% | $4,653-8.3% | $6,341-32.7% |
| Admin fee / account holder | $99 | $7,970-98.8% | $6,752-98.5% | $12,309-99.2% |