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 | $44,238 | $77,419-42.9% | $69,455-36.3% | $152,861-71.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 74.6%-14.6pp | 82.4%-22.4pp |
| Annual return | 34.17% | 39.06%-4.9pp | 28.97%+5.2pp | 345.32%-311.1pp |
| Employer contribution / active EE | $2,620 | $3,315-21.0% | $2,779-5.7% | $4,762-45.0% |
| Participant deferral / active EE | $9,220 | $4,414+108.9% | $3,535+160.8% | $5,850+57.6% |
| Admin fee / account holder | $212 | $6,207-96.6% | $3,839-94.5% | $11,596-98.2% |