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 | $38,468 | $111,754-65.6% | $103,333-62.8% | $145,922-73.6% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.0pp |
| Annual return | 12.54% | 24.77%-12.2pp | 24.88%-12.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,274 | $4,212-46.0% | $3,868-41.2% | $4,660-51.2% |
| Participant deferral / active EE | $4,236 | $5,619-24.6% | $5,057-16.2% | $6,688-36.7% |
| Admin fee / account holder | $236 | $9,750-97.6% | $8,355-97.2% | $13,397-98.2% |