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 | $42,715 | $177,572-75.9% | $154,803-72.4% | $142,382-70.0% |
| Participation rate | 46.7% | 82.1%-35.4pp | 78.1%-31.4pp | 80.1%-33.5pp |
| Annual return | 12.67% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,312 | $4,810-72.7% | $4,305-69.5% | $4,299-69.5% |
| Participant deferral / active EE | $2,065 | $6,272-67.1% | $5,540-62.7% | $6,507-68.3% |
| Admin fee / account holder | $286 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |