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 | $47,888 | $159,602-70.0% | $150,045-68.1% | $142,382-66.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 20.47% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,502 | $4,961-29.4% | $4,693-25.4% | $4,299-18.5% |
| Participant deferral / active EE | $6,882 | $8,310-17.2% | $7,997-13.9% | $6,507+5.8% |
| Admin fee / account holder | $172 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |