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 9-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 | $20,944 | $106,515-80.3% | $96,683-78.3% | $139,434-85.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 17.16% | 38.43%-21.3pp | 35.69%-18.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,784 | $4,103-56.5% | $3,737-52.3% | $4,751-62.4% |
| Participant deferral / active EE | $3,543 | $5,454-35.0% | $4,878-27.4% | $6,710-47.2% |
| Admin fee / account holder | $161 | $7,877-98.0% | $6,730-97.6% | $11,403-98.6% |