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 9-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 | $41,667 | $107,334-61.2% | $92,893-55.1% | $152,861-72.7% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.4%-24.1pp |
| Annual return | 23.50% | 145.58%-122.1pp | 109.41%-85.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,507 | $4,221-40.6% | $3,653-31.4% | $4,762-47.4% |
| Participant deferral / active EE | $7,453 | $4,845+53.8% | $4,236+75.9% | $5,850+27.4% |
| Admin fee / account holder | $143 | $7,079-98.0% | $5,794-97.5% | $11,596-98.8% |