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 | $42,597 | $72,277-41.1% | $101,248-57.9% | $79,858-46.7% |
| Participation rate | 62.5% | 68.5%-6.0pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | 23.29% | 22.30%+1.0pp | 46.47%-23.2pp | 31.71%-8.4pp |
| Employer contribution / active EE | $3,114 | $2,692+15.7% | $3,660-14.9% | $2,471+26.0% |
| Participant deferral / active EE | $4,221 | $3,282+28.6% | $4,370-3.4% | $3,740+12.9% |
| Admin fee / account holder | $237 | $4,400-94.6% | $5,945-96.0% | $5,306-95.5% |