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 | $54,063 | $72,071-25.0% | $68,368-20.9% | $137,256-60.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 25.45% | 353.14%-327.7pp | 292.57%-267.1pp | 220.34%-194.9pp |
| Employer contribution / active EE | $6,832 | $2,788+145.1% | $2,649+157.9% | $4,156+64.4% |
| Participant deferral / active EE | $11,070 | $4,410+151.0% | $4,123+168.5% | $6,407+72.8% |
| Admin fee / account holder | $193 | $5,336-96.4% | $5,150-96.3% | $12,270-98.4% |