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 | $27,652 | $176,056-84.3% | $159,436-82.7% | $167,490-83.5% |
| Participation rate | 54.5% | 84.9%-30.4pp | 82.8%-28.3pp | 82.1%-27.6pp |
| Annual return | 13.71% | 331.75%-318.0pp | 263.57%-249.9pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,581 | $5,297-70.2% | $4,829-67.3% | $4,837-67.3% |
| Participant deferral / active EE | $2,990 | $7,750-61.4% | $7,352-59.3% | $6,341-52.8% |
| Admin fee / account holder | $195 | $12,554-98.4% | $10,799-98.2% | $12,309-98.4% |