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 | $76,485 | $114,381-33.1% | $107,525-28.9% | $142,382-46.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 20.89% | 242.71%-221.8pp | 181.32%-160.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,399 | $4,015-40.3% | $3,754-36.1% | $4,299-44.2% |
| Participant deferral / active EE | $4,859 | $5,564-12.7% | $5,116-5.0% | $6,507-25.3% |
| Admin fee / account holder | $140 | $9,860-98.6% | $8,919-98.4% | $12,624-98.9% |