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 | $47,634 | $217,402-78.1% | $185,823-74.4% | $167,490-71.6% |
| Participation rate | 53.8% | 86.0%-32.2pp | 81.7%-27.9pp | 82.1%-28.3pp |
| Annual return | 14.79% | 148.36%-133.6pp | 122.05%-107.3pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,541 | $5,873-73.8% | $5,167-70.2% | $4,837-68.1% |
| Participant deferral / active EE | $3,906 | $6,356-38.6% | $5,568-29.9% | $6,341-38.4% |
| Admin fee / account holder | $18 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |