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 | $44,112 | $217,402-79.7% | $185,823-76.3% | $167,490-73.7% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 16.92% | 148.36%-131.4pp | 122.05%-105.1pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,696 | $5,873-71.1% | $5,167-67.2% | $4,837-64.9% |
| Participant deferral / active EE | $5,258 | $6,356-17.3% | $5,568-5.6% | $6,341-17.1% |
| Admin fee / account holder | $173 | $19,811-99.1% | $16,237-98.9% | $12,309-98.6% |