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 | $23,997 | $165,335-85.5% | $149,696-84.0% | $158,922-84.9% |
| Participation rate | 57.9% | 84.6%-26.7pp | 82.5%-24.6pp | 82.0%-24.1pp |
| Annual return | 22.95% | 348.15%-325.2pp | 276.60%-253.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $3,402 | $5,103-33.3% | $4,644-26.8% | $4,761-28.5% |
| Participant deferral / active EE | $3,422 | $7,181-52.3% | $6,842-50.0% | $5,982-42.8% |
| Admin fee / account holder | $39 | $10,807-99.6% | $9,309-99.6% | $11,246-99.7% |