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 | $20,048 | $64,324-68.8% | $118,925-83.1% | $79,858-74.9% |
| Participation rate | 44.8% | 64.9%-20.0pp | 75.4%-30.6pp | 69.6%-24.8pp |
| Annual return | 33.83% | 86.45%-52.6pp | 35.88%-2.1pp | 31.71%+2.1pp |
| Employer contribution / active EE | $1,703 | $1,836-7.3% | $3,263-47.8% | $2,471-31.1% |
| Participant deferral / active EE | $2,774 | $2,824-1.8% | $4,265-35.0% | $3,740-25.8% |
| Admin fee / account holder | $4 | $4,040-99.9% | $6,581-99.9% | $5,306-99.9% |