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 | $28,799 | $142,405-79.8% | $115,157-75.0% | $152,861-81.2% |
| Participation rate | 16.7% | 82.4%-65.7pp | 75.9%-59.2pp | 82.4%-65.8pp |
| Annual return | 31.96% | 41.48%-9.5pp | 35.60%-3.6pp | 345.32%-313.4pp |
| Employer contribution / active EE | $1,371 | $4,010-65.8% | $3,179-56.9% | $4,762-71.2% |
| Participant deferral / active EE | $1,664 | $5,164-67.8% | $4,168-60.1% | $5,850-71.6% |
| Admin fee / account holder | $112 | $8,462-98.7% | $7,088-98.4% | $11,596-99.0% |