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 | $34,226 | $51,175-33.1% | $70,515-51.5% | $75,163-54.5% |
| Participation rate | 47.6% | 60.9%-13.3pp | 68.3%-20.7pp | 67.2%-19.6pp |
| Annual return | 20.22% | 30.02%-9.8pp | 32.77%-12.6pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,607 | $1,826-12.0% | $2,973-46.0% | $2,670-39.8% |
| Participant deferral / active EE | $2,704 | $2,849-5.1% | $4,567-40.8% | $4,125-34.4% |
| Admin fee / account holder | $207 | $4,091-94.9% | $6,412-96.8% | $5,651-96.3% |