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 | $37,562 | $165,335-77.3% | $149,696-74.9% | $158,922-76.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 19.44% | 348.15%-328.7pp | 276.60%-257.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,191 | $5,103-76.7% | $4,644-74.4% | $4,761-75.0% |
| Participant deferral / active EE | $5,895 | $7,181-17.9% | $6,842-13.8% | $5,982-1.5% |
| Admin fee / account holder | $145 | $10,807-98.7% | $9,309-98.4% | $11,246-98.7% |