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 | $29,685 | $175,202-83.1% | $149,673-80.2% | $139,434-78.7% |
| Participation rate | 56.3% | 83.4%-27.1pp | 78.8%-22.5pp | 80.3%-24.1pp |
| Annual return | 23.96% | 166.71%-142.7pp | 134.42%-110.5pp | 372.94%-349.0pp |
| Employer contribution / active EE | $1,170 | $5,474-78.6% | $4,818-75.7% | $4,751-75.4% |
| Participant deferral / active EE | $4,685 | $6,519-28.1% | $5,680-17.5% | $6,710-30.2% |
| Admin fee / account holder | $236 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |