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 | $31,268 | $165,335-81.1% | $149,696-79.1% | $158,922-80.3% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 24.81% | 348.15%-323.3pp | 276.60%-251.8pp | 302.83%-278.0pp |
| Employer contribution / active EE | $1,850 | $5,103-63.7% | $4,644-60.2% | $4,761-61.1% |
| Participant deferral / active EE | $5,221 | $7,181-27.3% | $6,842-23.7% | $5,982-12.7% |
| Admin fee / account holder | $196 | $10,807-98.2% | $9,309-97.9% | $11,246-98.3% |