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 7-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 | $48,381 | $72,277-33.1% | $101,248-52.2% | $79,858-39.4% |
| Participation rate | 30.7% | 68.5%-37.8pp | 75.8%-45.1pp | 69.6%-39.0pp |
| Annual return | 19.02% | 22.30%-3.3pp | 46.47%-27.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,234 | $2,692-54.2% | $3,660-66.3% | $2,471-50.1% |
| Participant deferral / active EE | $2,130 | $3,282-35.1% | $4,370-51.3% | $3,740-43.1% |
| Admin fee / account holder | $296 | $4,400-93.3% | $5,945-95.0% | $5,306-94.4% |