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 | $54,170 | $165,335-67.2% | $149,696-63.8% | $158,922-65.9% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 26.34% | 348.15%-321.8pp | 276.60%-250.3pp | 302.83%-276.5pp |
| Employer contribution / active EE | $2,642 | $5,103-48.2% | $4,644-43.1% | $4,761-44.5% |
| Participant deferral / active EE | $5,633 | $7,181-21.6% | $6,842-17.7% | $5,982-5.8% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |