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 | $34,806 | $112,096-69.0% | $95,952-63.7% | $158,922-78.1% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 25.13% | 171.09%-146.0pp | 91.61%-66.5pp | 302.83%-277.7pp |
| Employer contribution / active EE | $2,225 | $3,198-30.4% | $2,541-12.4% | $4,761-53.3% |
| Participant deferral / active EE | $2,782 | $4,784-41.9% | $4,167-33.2% | $5,982-53.5% |
| Admin fee / account holder | $148 | $10,130-98.5% | $6,795-97.8% | $11,246-98.7% |