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 | $36,969 | $175,202-78.9% | $149,673-75.3% | $139,434-73.5% |
| Participation rate | 38.5% | 83.4%-44.9pp | 78.8%-40.3pp | 80.3%-41.9pp |
| Annual return | 23.92% | 166.71%-142.8pp | 134.42%-110.5pp | 372.94%-349.0pp |
| Employer contribution / active EE | $1,124 | $5,474-79.5% | $4,818-76.7% | $4,751-76.3% |
| Participant deferral / active EE | $6,090 | $6,519-6.6% | $5,680+7.2% | $6,710-9.2% |
| Admin fee / account holder | $159 | $16,150-99.0% | $13,210-98.8% | $11,403-98.6% |