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 | $39,351 | $217,402-81.9% | $185,823-78.8% | $167,490-76.5% |
| Participation rate | 41.7% | 86.0%-44.4pp | 81.7%-40.0pp | 82.1%-40.4pp |
| Annual return | 10.14% | 148.36%-138.2pp | 122.05%-111.9pp | 478.56%-468.4pp |
| Employer contribution / active EE | $1,518 | $5,873-74.2% | $5,167-70.6% | $4,837-68.6% |
| Participant deferral / active EE | $5,145 | $6,356-19.1% | $5,568-7.6% | $6,341-18.9% |
| Admin fee / account holder | $50 | $19,811-99.7% | $16,237-99.7% | $12,309-99.6% |