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 6-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 | $29,700 | $175,202-83.0% | $149,673-80.2% | $139,434-78.7% |
| Participation rate | 58.3% | 83.4%-25.0pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 22.84% | 166.71%-143.9pp | 134.42%-111.6pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,504 | $5,474-72.5% | $4,818-68.8% | $4,751-68.3% |
| Participant deferral / active EE | $3,991 | $6,519-38.8% | $5,680-29.7% | $6,710-40.5% |
| Admin fee / account holder | $45 | $16,150-99.7% | $13,210-99.7% | $11,403-99.6% |