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 | $46,566 | $51,638-9.8% | $68,368-31.9% | $82,448-43.5% |
| Participation rate | 40.0% | 63.6%-23.6pp | 73.8%-33.8pp | 68.1%-28.1pp |
| Annual return | 18.05% | 37.53%-19.5pp | 292.57%-274.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,821 | $2,047-11.0% | $2,649-31.3% | $2,551-28.6% |
| Participant deferral / active EE | $2,406 | $2,914-17.4% | $4,123-41.6% | $4,139-41.9% |
| Admin fee / account holder | $8 | $4,643-99.8% | $5,150-99.9% | $7,234-99.9% |