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 8-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 | $40,211 | $72,277-44.4% | $101,248-60.3% | $79,858-49.6% |
| Participation rate | 39.4% | 68.5%-29.1pp | 75.8%-36.4pp | 69.6%-30.2pp |
| Annual return | 17.04% | 22.30%-5.3pp | 46.47%-29.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,426 | $2,692-47.0% | $3,660-61.0% | $2,471-42.3% |
| Participant deferral / active EE | $2,379 | $3,282-27.5% | $4,370-45.6% | $3,740-36.4% |
| Admin fee / account holder | $220 | $4,400-95.0% | $5,945-96.3% | $5,306-95.9% |