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 | $29,371 | $165,335-82.2% | $149,696-80.4% | $158,922-81.5% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 15.68% | 348.15%-332.5pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,686 | $5,103-67.0% | $4,644-63.7% | $4,761-64.6% |
| Participant deferral / active EE | $3,499 | $7,181-51.3% | $6,842-48.9% | $5,982-41.5% |
| Admin fee / account holder | $39 | $10,807-99.6% | $9,309-99.6% | $11,246-99.7% |