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 | $46,057 | $104,974-56.1% | $95,585-51.8% | $142,382-67.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 19.97% | 210.33%-190.4pp | 38.56%-18.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $929 | $2,779-66.6% | $2,527-63.2% | $4,299-78.4% |
| Participant deferral / active EE | $4,761 | $4,352+9.4% | $4,023+18.3% | $6,507-26.8% |
| Admin fee / account holder | $281 | $6,386-95.6% | $6,127-95.4% | $12,624-97.8% |