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 | $44,708 | $209,411-78.7% | $178,490-75.0% | $158,922-71.9% |
| Participation rate | 58.3% | 86.3%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 18.37% | 188.75%-170.4pp | 151.07%-132.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,749 | $5,706-69.3% | $5,011-65.1% | $4,761-63.3% |
| Participant deferral / active EE | $4,255 | $5,954-28.5% | $5,202-18.2% | $5,982-28.9% |
| Admin fee / account holder | $162 | $17,074-99.1% | $13,984-98.8% | $11,246-98.6% |