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 10-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 | $43,794 | $209,411-79.1% | $178,490-75.5% | $158,922-72.4% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 23.56% | 188.75%-165.2pp | 151.07%-127.5pp | 302.83%-279.3pp |
| Employer contribution / active EE | $1,427 | $5,706-75.0% | $5,011-71.5% | $4,761-70.0% |
| Participant deferral / active EE | $8,722 | $5,954+46.5% | $5,202+67.7% | $5,982+45.8% |
| Admin fee / account holder | $165 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |