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 | $24,737 | $142,405-82.6% | $115,157-78.5% | $152,861-83.8% |
| Participation rate | 40.0% | 82.4%-42.4pp | 75.9%-35.9pp | 82.4%-42.4pp |
| Annual return | 30.19% | 41.48%-11.3pp | 35.60%-5.4pp | 345.32%-315.1pp |
| Employer contribution / active EE | $1,340 | $4,010-66.6% | $3,179-57.8% | $4,762-71.9% |
| Participant deferral / active EE | $4,142 | $5,164-19.8% | $4,168-0.6% | $5,850-29.2% |
| Admin fee / account holder | $92 | $8,462-98.9% | $7,088-98.7% | $11,596-99.2% |