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 | $59,314 | $176,377-66.4% | $134,143-55.8% | $158,922-62.7% |
| Participation rate | 25.0% | 78.7%-53.7pp | 72.2%-47.2pp | 82.0%-57.0pp |
| Annual return | 44.02% | 63.63%-19.6pp | 36.33%+7.7pp | 302.83%-258.8pp |
| Employer contribution / active EE | $736 | $5,040-85.4% | $3,704-80.1% | $4,761-84.5% |
| Participant deferral / active EE | $5,550 | $4,091+35.7% | $3,499+58.6% | $5,982-7.2% |
| Admin fee / account holder | $269 | $8,718-96.9% | $6,684-96.0% | $11,246-97.6% |