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 4-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 | $26,896 | $175,202-84.6% | $149,673-82.0% | $139,434-80.7% |
| Participation rate | 36.4% | 83.4%-47.0pp | 78.8%-42.4pp | 80.3%-44.0pp |
| Annual return | 44.06% | 166.71%-122.6pp | 134.42%-90.4pp | 372.94%-328.9pp |
| Employer contribution / active EE | $1,246 | $5,474-77.2% | $4,818-74.1% | $4,751-73.8% |
| Participant deferral / active EE | $6,377 | $6,519-2.2% | $5,680+12.3% | $6,710-5.0% |
| Admin fee / account holder | $172 | $16,150-98.9% | $13,210-98.7% | $11,403-98.5% |