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 | $13,767 | $74,888-81.6% | $71,209-80.7% | $142,382-90.3% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 20.03% | 345.14%-325.1pp | 282.51%-262.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,351 | $2,854-52.7% | $2,721-50.3% | $4,299-68.6% |
| Participant deferral / active EE | $4,329 | $4,454-2.8% | $4,175+3.7% | $6,507-33.5% |
| Admin fee / account holder | $166 | $5,568-97.0% | $5,349-96.9% | $12,624-98.7% |