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 | $39,873 | $228,332-82.5% | $185,823-78.5% | $158,922-74.9% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 12.03% | 40.80%-28.8pp | 35.95%-23.9pp | 302.83%-290.8pp |
| Employer contribution / active EE | $3,671 | $4,967-26.1% | $4,087-10.2% | $4,761-22.9% |
| Participant deferral / active EE | $8,433 | $6,415+31.5% | $5,632+49.7% | $5,982+41.0% |
| Admin fee / account holder | $149 | $11,864-98.7% | $9,500-98.4% | $11,246-98.7% |