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 | $24,026 | $111,754-78.5% | $103,333-76.7% | $145,922-83.5% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | 19.68% | 24.77%-5.1pp | 24.88%-5.2pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,627 | $4,212-61.4% | $3,868-57.9% | $4,660-65.1% |
| Participant deferral / active EE | $3,304 | $5,619-41.2% | $5,057-34.7% | $6,688-50.6% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |