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 | $21,846 | $183,592-88.1% | $155,567-86.0% | $145,959-85.0% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 20.13% | 61.24%-41.1pp | 64.74%-44.6pp | 561.95%-541.8pp |
| Employer contribution / active EE | $2,219 | $5,315-58.2% | $4,674-52.5% | $4,661-52.4% |
| Participant deferral / active EE | $3,520 | $6,464-45.5% | $5,628-37.5% | $6,689-47.4% |
| Admin fee / account holder | $182 | $19,318-99.1% | $15,916-98.9% | $13,398-98.6% |