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 | $24,656 | $172,111-85.7% | $150,298-83.6% | $137,256-82.0% |
| Participation rate | 61.1% | 81.7%-20.6pp | 77.8%-16.6pp | 80.0%-18.8pp |
| Annual return | 21.02% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,928 | $4,636-15.3% | $4,154-5.4% | $4,156-5.5% |
| Participant deferral / active EE | $2,133 | $6,166-65.4% | $5,453-60.9% | $6,407-66.7% |
| Admin fee / account holder | $240 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |