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 | $33,000 | $217,402-84.8% | $185,823-82.2% | $167,490-80.3% |
| Participation rate | 45.0% | 86.0%-41.0pp | 81.7%-36.7pp | 82.1%-37.1pp |
| Annual return | 18.28% | 148.36%-130.1pp | 122.05%-103.8pp | 478.56%-460.3pp |
| Employer contribution / active EE | $1,842 | $5,873-68.6% | $5,167-64.3% | $4,837-61.9% |
| Participant deferral / active EE | $3,993 | $6,356-37.2% | $5,568-28.3% | $6,341-37.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |