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 4-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 | $67,357 | $159,602-57.8% | $150,045-55.1% | $142,382-52.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 19.91% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,672 | $4,961-46.1% | $4,693-43.1% | $4,299-37.9% |
| Participant deferral / active EE | $4,529 | $8,310-45.5% | $7,997-43.4% | $6,507-30.4% |
| Admin fee / account holder | $76 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |