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 9-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 | $57,241 | $110,257-48.1% | $96,544-40.7% | $139,434-58.9% |
| Participation rate | 64.3% | 78.1%-13.8pp | 76.0%-11.7pp | 80.3%-16.0pp |
| Annual return | 14.80% | 26.32%-11.5pp | 25.84%-11.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,041 | $3,620-71.3% | $2,965-64.9% | $4,751-78.1% |
| Participant deferral / active EE | $2,642 | $5,548-52.4% | $4,851-45.5% | $6,710-60.6% |
| Admin fee / account holder | $208 | $11,591-98.2% | $8,252-97.5% | $11,403-98.2% |