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 9-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 | $18,857 | $107,334-82.4% | $92,893-79.7% | $152,861-87.7% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 16.27% | 145.58%-129.3pp | 109.41%-93.1pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,889 | $4,221-31.5% | $3,653-20.9% | $4,762-39.3% |
| Participant deferral / active EE | $5,519 | $4,845+13.9% | $4,236+30.3% | $5,850-5.7% |
| Admin fee / account holder | $171 | $7,079-97.6% | $5,794-97.0% | $11,596-98.5% |