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 8-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 | $26,563 | $107,934-75.4% | $91,989-71.1% | $152,861-82.6% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 14.84% | 89.24%-74.4pp | 69.02%-54.2pp | 345.32%-330.5pp |
| Employer contribution / active EE | $7,353 | $4,210+74.7% | $3,452+113.0% | $4,762+54.4% |
| Participant deferral / active EE | $3,046 | $6,364-52.1% | $5,923-48.6% | $5,850-47.9% |
| Admin fee / account holder | $152 | $10,520-98.6% | $7,743-98.0% | $11,596-98.7% |