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 6-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 | $54,653 | $227,553-76.0% | $189,557-71.2% | $167,490-67.4% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.4%-18.4pp | 82.1%-22.1pp |
| Annual return | 12.56% | 78.40%-65.8pp | 64.17%-51.6pp | 478.56%-466.0pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $11,060 | $7,002+58.0% | $6,174+79.1% | $6,341+74.4% |
| Admin fee / account holder | $258 | $11,878-97.8% | $9,807-97.4% | $12,309-97.9% |