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 | $58,577 | $106,515-45.0% | $96,683-39.4% | $139,434-58.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 23.12% | 38.43%-15.3pp | 35.69%-12.6pp | 372.94%-349.8pp |
| Employer contribution / active EE | $1,685 | $4,103-58.9% | $3,737-54.9% | $4,751-64.5% |
| Participant deferral / active EE | $4,655 | $5,454-14.7% | $4,878-4.6% | $6,710-30.6% |
| Admin fee / account holder | $230 | $7,877-97.1% | $6,730-96.6% | $11,403-98.0% |