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 | $50,829 | $165,335-69.3% | $149,696-66.0% | $158,922-68.0% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 26.25% | 348.15%-321.9pp | 276.60%-250.4pp | 302.83%-276.6pp |
| Employer contribution / active EE | $1,012 | $5,103-80.2% | $4,644-78.2% | $4,761-78.7% |
| Participant deferral / active EE | $6,698 | $7,181-6.7% | $6,842-2.1% | $5,982+12.0% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |