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 | $22,228 | $72,277-69.2% | $101,248-78.0% | $79,858-72.2% |
| Participation rate | 28.6% | 68.5%-39.9pp | 75.8%-47.2pp | 69.6%-41.1pp |
| Annual return | 23.50% | 22.30%+1.2pp | 46.47%-23.0pp | 31.71%-8.2pp |
| Employer contribution / active EE | $1,206 | $2,692-55.2% | $3,660-67.1% | $2,471-51.2% |
| Participant deferral / active EE | $3,492 | $3,282+6.4% | $4,370-20.1% | $3,740-6.6% |
| Admin fee / account holder | $116 | $4,400-97.4% | $5,945-98.0% | $5,306-97.8% |