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 | $69,678 | $154,228-54.8% | $145,433-52.1% | $137,256-49.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 20.71% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,625 | $4,804-66.2% | $4,554-64.3% | $4,156-60.9% |
| Participant deferral / active EE | $12,155 | $8,216+47.9% | $7,897+53.9% | $6,407+89.7% |
| Admin fee / account holder | $288 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |