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 | $36,107 | $106,515-66.1% | $96,683-62.7% | $139,434-74.1% |
| Participation rate | 64.3% | 77.8%-13.6pp | 74.3%-10.1pp | 80.3%-16.0pp |
| Annual return | 29.17% | 38.43%-9.3pp | 35.69%-6.5pp | 372.94%-343.8pp |
| Employer contribution / active EE | $1,567 | $4,103-61.8% | $3,737-58.1% | $4,751-67.0% |
| Participant deferral / active EE | $3,584 | $5,454-34.3% | $4,878-26.5% | $6,710-46.6% |
| Admin fee / account holder | $211 | $7,877-97.3% | $6,730-96.9% | $11,403-98.1% |