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 | $72,197 | $201,272-64.1% | $184,203-60.8% | $145,922-50.5% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 22.22% | 29.00%-6.8pp | 28.81%-6.6pp | 561.29%-539.1pp |
| Employer contribution / active EE | $4,460 | $7,022-36.5% | $6,427-30.6% | $4,660-4.3% |
| Participant deferral / active EE | $6,662 | $9,806-32.1% | $9,131-27.0% | $6,688-0.4% |
| Admin fee / account holder | $40 | $16,364-99.8% | $13,901-99.7% | $13,397-99.7% |