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 | $36,538 | $112,881-67.6% | $90,951-59.8% | $158,922-77.0% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 36.03% | 215.79%-179.8pp | 134.60%-98.6pp | 302.83%-266.8pp |
| Employer contribution / active EE | $1,676 | $2,893-42.1% | $2,122-21.0% | $4,761-64.8% |
| Participant deferral / active EE | $9,185 | $4,128+122.5% | $3,373+172.3% | $5,982+53.5% |
| Admin fee / account holder | $259 | $8,041-96.8% | $5,959-95.7% | $11,246-97.7% |