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 | $37,130 | $175,202-78.8% | $149,673-75.2% | $139,434-73.4% |
| Participation rate | 64.3% | 83.4%-19.1pp | 78.8%-14.5pp | 80.3%-16.0pp |
| Annual return | 21.96% | 166.71%-144.7pp | 134.42%-112.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,348 | $5,474-75.4% | $4,818-72.0% | $4,751-71.6% |
| Participant deferral / active EE | $3,942 | $6,519-39.5% | $5,680-30.6% | $6,710-41.3% |
| Admin fee / account holder | $167 | $16,150-99.0% | $13,210-98.7% | $11,403-98.5% |