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 | $60,554 | $179,726-66.3% | $156,263-61.2% | $142,382-57.5% |
| Participation rate | 20.0% | 82.1%-62.1pp | 78.9%-58.9pp | 80.1%-60.1pp |
| Annual return | 17.26% | 77.86%-60.6pp | 59.47%-42.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,277 | $5,069-74.8% | $4,333-70.5% | $4,299-70.3% |
| Participant deferral / active EE | $3,053 | $6,956-56.1% | $6,158-50.4% | $6,507-53.1% |
| Admin fee / account holder | $71 | $17,272-99.6% | $14,255-99.5% | $12,624-99.4% |