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 | $26,961 | $183,519-85.3% | $155,509-82.7% | $145,922-81.5% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 10.00% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,834 | $5,313-46.7% | $4,672-39.4% | $4,660-39.2% |
| Participant deferral / active EE | $8,636 | $6,462+33.6% | $5,626+53.5% | $6,688+29.1% |
| Admin fee / account holder | $234 | $19,313-98.8% | $15,912-98.5% | $13,397-98.3% |