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 | $29,241 | $111,754-73.8% | $103,333-71.7% | $145,922-80.0% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 15.34% | 24.77%-9.4pp | 24.88%-9.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,261 | $4,212-70.1% | $3,868-67.4% | $4,660-72.9% |
| Participant deferral / active EE | $1,610 | $5,619-71.3% | $5,057-68.2% | $6,688-75.9% |
| Admin fee / account holder | $211 | $9,750-97.8% | $8,355-97.5% | $13,397-98.4% |