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 | $33,409 | $107,334-68.9% | $92,893-64.0% | $152,861-78.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 30.45% | 145.58%-115.1pp | 109.41%-79.0pp | 345.32%-314.9pp |
| Employer contribution / active EE | $2,051 | $4,221-51.4% | $3,653-43.9% | $4,762-56.9% |
| Participant deferral / active EE | $3,581 | $4,845-26.1% | $4,236-15.5% | $5,850-38.8% |
| Admin fee / account holder | $96 | $7,079-98.7% | $5,794-98.4% | $11,596-99.2% |