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 7-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 | $37,773 | $165,335-77.2% | $149,696-74.8% | $158,922-76.2% |
| Participation rate | 46.7% | 84.6%-37.9pp | 82.5%-35.8pp | 82.0%-35.3pp |
| Annual return | 36.07% | 348.15%-312.1pp | 276.60%-240.5pp | 302.83%-266.8pp |
| Employer contribution / active EE | $2,092 | $5,103-59.0% | $4,644-54.9% | $4,761-56.1% |
| Participant deferral / active EE | $6,772 | $7,181-5.7% | $6,842-1.0% | $5,982+13.2% |
| Admin fee / account holder | $202 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |