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 | $29,208 | $227,553-87.2% | $189,557-84.6% | $167,490-82.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 24.17% | 78.40%-54.2pp | 64.17%-40.0pp | 478.56%-454.4pp |
| Employer contribution / active EE | $1,663 | $5,316-68.7% | $4,412-62.3% | $4,837-65.6% |
| Participant deferral / active EE | $7,291 | $7,002+4.1% | $6,174+18.1% | $6,341+15.0% |
| Admin fee / account holder | $136 | $11,878-98.9% | $9,807-98.6% | $12,309-98.9% |