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 | $27,317 | $157,256-82.6% | $141,162-80.6% | $152,861-82.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 31.61% | 64.32%-32.7pp | 71.39%-39.8pp | 345.32%-313.7pp |
| Employer contribution / active EE | $1,238 | $5,261-76.5% | $4,735-73.9% | $4,762-74.0% |
| Participant deferral / active EE | $6,914 | $7,109-2.7% | $6,709+3.1% | $5,850+18.2% |
| Admin fee / account holder | $100 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |