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 | $66,457 | $159,602-58.4% | $150,045-55.7% | $142,382-53.3% |
| Participation rate | 61.5% | 84.0%-22.4pp | 82.3%-20.8pp | 80.1%-18.6pp |
| Annual return | 53.55% | 70.24%-16.7pp | 62.55%-9.0pp | 217.08%-163.5pp |
| Employer contribution / active EE | $1,695 | $4,961-65.8% | $4,693-63.9% | $4,299-60.6% |
| Participant deferral / active EE | $4,913 | $8,310-40.9% | $7,997-38.6% | $6,507-24.5% |
| Admin fee / account holder | $17 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |