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 | $63,690 | $162,781-60.9% | $133,956-52.5% | $158,922-59.9% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 24.76% | 41.94%-17.2pp | 45.09%-20.3pp | 302.83%-278.1pp |
| Employer contribution / active EE | $4,018 | $4,975-19.2% | $3,919+2.5% | $4,761-15.6% |
| Participant deferral / active EE | $4,643 | $5,911-21.5% | $5,048-8.0% | $5,982-22.4% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |