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 | $40,499 | $175,202-76.9% | $149,673-72.9% | $139,434-71.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 16.54% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,320 | $5,474-75.9% | $4,818-72.6% | $4,751-72.2% |
| Participant deferral / active EE | $3,904 | $6,519-40.1% | $5,680-31.3% | $6,710-41.8% |
| Admin fee / account holder | $179 | $16,150-98.9% | $13,210-98.6% | $11,403-98.4% |