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 9-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 | $45,778 | $148,534-69.2% | $135,903-66.3% | $139,434-67.2% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 23.29% | 79.19%-55.9pp | 68.23%-44.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,029 | $5,243-80.4% | $4,856-78.8% | $4,751-78.3% |
| Participant deferral / active EE | $2,510 | $8,100-69.0% | $7,758-67.7% | $6,710-62.6% |
| Admin fee / account holder | $151 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |