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 3-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 | $38,822 | $177,572-78.1% | $154,803-74.9% | $142,382-72.7% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.1%-8.8pp | 80.1%-10.9pp |
| Annual return | 20.31% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,742 | $4,810-63.8% | $4,305-59.5% | $4,299-59.5% |
| Participant deferral / active EE | $4,284 | $6,272-31.7% | $5,540-22.7% | $6,507-34.2% |
| Admin fee / account holder | $249 | $16,786-98.5% | $14,329-98.3% | $12,624-98.0% |