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 6-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 | $36,954 | $159,602-76.8% | $150,045-75.4% | $142,382-74.0% |
| Participation rate | 26.7% | 84.0%-57.3pp | 82.3%-55.7pp | 80.1%-53.5pp |
| Annual return | 23.67% | 70.24%-46.6pp | 62.55%-38.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,311 | $4,961-73.6% | $4,693-72.1% | $4,299-69.5% |
| Participant deferral / active EE | $3,463 | $8,310-58.3% | $7,997-56.7% | $6,507-46.8% |
| Admin fee / account holder | $224 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |