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 | $25,836 | $165,335-84.4% | $149,696-82.7% | $158,922-83.7% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 14.47% | 348.15%-333.7pp | 276.60%-262.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,369 | $5,103-73.2% | $4,644-70.5% | $4,761-71.3% |
| Participant deferral / active EE | $4,590 | $7,181-36.1% | $6,842-32.9% | $5,982-23.3% |
| Admin fee / account holder | $160 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |