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 | $76,269 | $177,572-57.0% | $154,803-50.7% | $142,382-46.4% |
| Participation rate | 28.6% | 82.1%-53.5pp | 78.1%-49.5pp | 80.1%-51.5pp |
| Annual return | 17.82% | 65.07%-47.2pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,157 | $4,810-75.9% | $4,305-73.1% | $4,299-73.1% |
| Participant deferral / active EE | $3,357 | $6,272-46.5% | $5,540-39.4% | $6,507-48.4% |
| Admin fee / account holder | $83 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |