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 | $25,697 | $135,952-81.1% | $123,892-79.3% | $273,961-90.6% |
| Participation rate | 52.4% | 84.1%-31.7pp | 81.4%-29.0pp | 83.0%-30.6pp |
| Annual return | 8.35% | 56.63%-48.3pp | 47.52%-39.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,261 | $5,170-75.6% | $4,617-72.7% | $4,869-74.1% |
| Participant deferral / active EE | $2,886 | $6,343-54.5% | $5,984-51.8% | $5,287-45.4% |
| Admin fee / account holder | $237 | $9,817-97.6% | $8,357-97.2% | $10,132-97.7% |