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 | $39,690 | $64,324-38.3% | $118,925-66.6% | $79,858-50.3% |
| Participation rate | 25.9% | 64.9%-38.9pp | 75.4%-49.5pp | 69.6%-43.7pp |
| Annual return | 30.39% | 86.45%-56.1pp | 35.88%-5.5pp | 31.71%-1.3pp |
| Employer contribution / active EE | $1,652 | $1,836-10.0% | $3,263-49.4% | $2,471-33.1% |
| Participant deferral / active EE | $5,405 | $2,824+91.4% | $4,265+26.7% | $3,740+44.5% |
| Admin fee / account holder | $190 | $4,040-95.3% | $6,581-97.1% | $5,306-96.4% |