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 6-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 | $77,203 | $214,378-64.0% | $200,582-61.5% | $142,382-45.8% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 17.79% | 46.41%-28.6pp | 42.33%-24.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,497 | $6,841-63.5% | $6,419-61.1% | $4,299-41.9% |
| Participant deferral / active EE | $5,441 | $9,865-44.8% | $9,331-41.7% | $6,507-16.4% |
| Admin fee / account holder | $154 | $17,692-99.1% | $16,305-99.1% | $12,624-98.8% |