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 | $13,256 | $172,111-92.3% | $150,298-91.2% | $137,256-90.3% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 21.02% | 69.37%-48.3pp | 62.79%-41.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,175 | $4,636-74.7% | $4,154-71.7% | $4,156-71.7% |
| Participant deferral / active EE | $5,632 | $6,166-8.7% | $5,453+3.3% | $6,407-12.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |