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 | $32,646 | $181,894-82.1% | $156,549-79.1% | $273,961-88.1% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 16.64% | 30.74%-14.1pp | 32.23%-15.6pp | 41.45%-24.8pp |
| Employer contribution / active EE | $1,398 | $6,248-77.6% | $5,501-74.6% | $4,869-71.3% |
| Participant deferral / active EE | $7,355 | $5,550+32.5% | $4,871+51.0% | $5,287+39.1% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |