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 | $56,873 | $81,248-30.0% | $155,509-63.4% | $80,856-29.7% |
| Participation rate | 22.5% | 66.2%-43.7pp | 78.2%-55.7pp | 67.6%-45.1pp |
| Annual return | 15.18% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,194 | $3,100-61.5% | $4,672-74.4% | $2,755-56.7% |
| Participant deferral / active EE | $2,506 | $3,452-27.4% | $5,626-55.5% | $4,296-41.7% |
| Admin fee / account holder | $169 | $7,997-97.9% | $15,912-98.9% | $6,918-97.6% |