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 | $37,479 | $100,773-62.8% | $88,946-57.9% | $142,382-73.7% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.8%-11.7pp | 80.1%-23.0pp |
| Annual return | 21.13% | 70.18%-49.0pp | 57.82%-36.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,197 | $2,918-24.7% | $2,555-14.0% | $4,299-48.9% |
| Participant deferral / active EE | $4,456 | $5,230-14.8% | $4,581-2.7% | $6,507-31.5% |
| Admin fee / account holder | $37 | $9,693-99.6% | $8,261-99.6% | $12,624-99.7% |