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 | $39,120 | $165,335-76.3% | $149,696-73.9% | $158,922-75.4% |
| Participation rate | 47.1% | 84.6%-37.5pp | 82.5%-35.4pp | 82.0%-34.9pp |
| Annual return | 26.22% | 348.15%-321.9pp | 276.60%-250.4pp | 302.83%-276.6pp |
| Employer contribution / active EE | $2,009 | $5,103-60.6% | $4,644-56.7% | $4,761-57.8% |
| Participant deferral / active EE | $7,024 | $7,181-2.2% | $6,842+2.7% | $5,982+17.4% |
| Admin fee / account holder | $126 | $10,807-98.8% | $9,309-98.6% | $11,246-98.9% |