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 | $53,917 | $177,572-69.6% | $154,803-65.2% | $142,382-62.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 18.19% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,035 | $4,810-78.5% | $4,305-76.0% | $4,299-75.9% |
| Participant deferral / active EE | $2,118 | $6,272-66.2% | $5,540-61.8% | $6,507-67.5% |
| Admin fee / account holder | $277 | $16,786-98.4% | $14,329-98.1% | $12,624-97.8% |