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 | $67,043 | $197,591-66.1% | $177,821-62.3% | $158,922-57.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 28.53% | 58.76%-30.2pp | 48.32%-19.8pp | 302.83%-274.3pp |
| Employer contribution / active EE | $1,672 | $6,697-75.0% | $5,918-71.8% | $4,761-64.9% |
| Participant deferral / active EE | $7,078 | $8,405-15.8% | $7,714-8.2% | $5,982+18.3% |
| Admin fee / account holder | $245 | $15,399-98.4% | $12,427-98.0% | $11,246-97.8% |