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 | $38,260 | $148,534-74.2% | $135,903-71.8% | $139,434-72.6% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 14.66% | 79.19%-64.5pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,936 | $5,243-63.1% | $4,856-60.1% | $4,751-59.3% |
| Participant deferral / active EE | $5,893 | $8,100-27.3% | $7,758-24.0% | $6,710-12.2% |
| Admin fee / account holder | $4 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |