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 | $94,438 | $106,515-11.3% | $96,683-2.3% | $139,434-32.3% |
| Participation rate | 61.1% | 77.8%-16.7pp | 74.3%-13.2pp | 80.3%-19.2pp |
| Annual return | 19.74% | 38.43%-18.7pp | 35.69%-16.0pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,826 | $4,103-31.1% | $3,737-24.4% | $4,751-40.5% |
| Participant deferral / active EE | $3,649 | $5,454-33.1% | $4,878-25.2% | $6,710-45.6% |
| Admin fee / account holder | $4 | $7,877-100.0% | $6,730-99.9% | $11,403-100.0% |