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 | $20,934 | $115,770-81.9% | $101,248-79.3% | $158,922-86.8% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 27.31% | 56.14%-28.8pp | 46.47%-19.2pp | 302.83%-275.5pp |
| Employer contribution / active EE | $1,252 | $4,175-70.0% | $3,660-65.8% | $4,761-73.7% |
| Participant deferral / active EE | $3,604 | $4,957-27.3% | $4,370-17.5% | $5,982-39.8% |
| Admin fee / account holder | $290 | $7,245-96.0% | $5,945-95.1% | $11,246-97.4% |