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 3-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 | $29,886 | $175,202-82.9% | $149,673-80.0% | $139,434-78.6% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 201.01% | 166.71%+34.3pp | 134.42%+66.6pp | 372.94%-171.9pp |
| Employer contribution / active EE | $1,363 | $5,474-75.1% | $4,818-71.7% | $4,751-71.3% |
| Participant deferral / active EE | $5,716 | $6,519-12.3% | $5,680+0.6% | $6,710-14.8% |
| Admin fee / account holder | $30 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |