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 | $25,520 | $165,335-84.6% | $149,696-83.0% | $158,922-83.9% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 24.72% | 348.15%-323.4pp | 276.60%-251.9pp | 302.83%-278.1pp |
| Employer contribution / active EE | $2,505 | $5,103-50.9% | $4,644-46.1% | $4,761-47.4% |
| Participant deferral / active EE | $4,020 | $7,181-44.0% | $6,842-41.2% | $5,982-32.8% |
| Admin fee / account holder | $225 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |