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 | $44,958 | $209,411-78.5% | $178,490-74.8% | $158,922-71.7% |
| Participation rate | 58.8% | 86.3%-27.5pp | 81.9%-23.1pp | 82.0%-23.1pp |
| Annual return | 12.02% | 188.75%-176.7pp | 151.07%-139.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $4,655 | $5,706-18.4% | $5,011-7.1% | $4,761-2.2% |
| Participant deferral / active EE | $4,419 | $5,954-25.8% | $5,202-15.0% | $5,982-26.1% |
| Admin fee / account holder | $242 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |