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 | $32,064 | $162,781-80.3% | $133,956-76.1% | $158,922-79.8% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 9.44% | 41.94%-32.5pp | 45.09%-35.7pp | 302.83%-293.4pp |
| Employer contribution / active EE | $3,782 | $4,975-24.0% | $3,919-3.5% | $4,761-20.6% |
| Participant deferral / active EE | $14,284 | $5,911+141.6% | $5,048+183.0% | $5,982+138.8% |
| Admin fee / account holder | $62 | $11,736-99.5% | $8,927-99.3% | $11,246-99.5% |