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 | $41,989 | $74,888-43.9% | $71,209-41.0% | $142,382-70.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 15.68% | 345.14%-329.5pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $804 | $2,854-71.8% | $2,721-70.5% | $4,299-81.3% |
| Participant deferral / active EE | $1,311 | $4,454-70.6% | $4,175-68.6% | $6,507-79.8% |
| Admin fee / account holder | $263 | $5,568-95.3% | $5,349-95.1% | $12,624-97.9% |