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 | $39,763 | $117,983-66.3% | $101,794-60.9% | $142,382-72.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 22.59% | 36.92%-14.3pp | 30.53%-7.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,067 | $2,773-61.5% | $2,289-53.4% | $4,299-75.2% |
| Participant deferral / active EE | $2,084 | $4,714-55.8% | $4,084-49.0% | $6,507-68.0% |
| Admin fee / account holder | $95 | $10,433-99.1% | $8,777-98.9% | $12,624-99.2% |