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 | $21,463 | $115,770-81.5% | $101,248-78.8% | $158,922-86.5% |
| Participation rate | 53.3% | 79.4%-26.0pp | 75.8%-22.5pp | 82.0%-28.6pp |
| Annual return | 27.88% | 56.14%-28.3pp | 46.47%-18.6pp | 302.83%-274.9pp |
| Employer contribution / active EE | $2,138 | $4,175-48.8% | $3,660-41.6% | $4,761-55.1% |
| Participant deferral / active EE | $3,897 | $4,957-21.4% | $4,370-10.8% | $5,982-34.9% |
| Admin fee / account holder | $204 | $7,245-97.2% | $5,945-96.6% | $11,246-98.2% |