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 | $64,946 | $104,974-38.1% | $95,585-32.1% | $142,382-54.4% |
| Participation rate | 57.9% | 75.0%-17.1pp | 72.1%-14.2pp | 80.1%-22.2pp |
| Annual return | 16.17% | 210.33%-194.2pp | 38.56%-22.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,249 | $2,779-55.1% | $2,527-50.6% | $4,299-70.9% |
| Participant deferral / active EE | $4,848 | $4,352+11.4% | $4,023+20.5% | $6,507-25.5% |
| Admin fee / account holder | $203 | $6,386-96.8% | $6,127-96.7% | $12,624-98.4% |