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 | $41,013 | $175,202-76.6% | $149,673-72.6% | $139,434-70.6% |
| Participation rate | 63.6% | 83.4%-19.7pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 22.18% | 166.71%-144.5pp | 134.42%-112.2pp | 372.94%-350.8pp |
| Employer contribution / active EE | $3,659 | $5,474-33.2% | $4,818-24.1% | $4,751-23.0% |
| Participant deferral / active EE | $6,002 | $6,519-7.9% | $5,680+5.7% | $6,710-10.6% |
| Admin fee / account holder | $149 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |