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 | $47,099 | $135,952-65.4% | $123,892-62.0% | $273,961-82.8% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 14.68% | 56.63%-41.9pp | 47.52%-32.8pp | 41.45%-26.8pp |
| Employer contribution / active EE | $1,726 | $5,170-66.6% | $4,617-62.6% | $4,869-64.5% |
| Participant deferral / active EE | $3,586 | $6,343-43.5% | $5,984-40.1% | $5,287-32.2% |
| Admin fee / account holder | $99 | $9,817-99.0% | $8,357-98.8% | $10,132-99.0% |