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 8-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 | $34,533 | $176,056-80.4% | $159,436-78.3% | $167,490-79.4% |
| Participation rate | 38.5% | 84.9%-46.5pp | 82.8%-44.4pp | 82.1%-43.6pp |
| Annual return | 26.80% | 331.75%-305.0pp | 263.57%-236.8pp | 478.56%-451.8pp |
| Employer contribution / active EE | $1,239 | $5,297-76.6% | $4,829-74.4% | $4,837-74.4% |
| Participant deferral / active EE | $3,185 | $7,750-58.9% | $7,352-56.7% | $6,341-49.8% |
| Admin fee / account holder | $112 | $12,554-99.1% | $10,799-99.0% | $12,309-99.1% |