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 | $24,359 | $159,602-84.7% | $150,045-83.8% | $142,382-82.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 22.91% | 70.24%-47.3pp | 62.55%-39.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,262 | $4,961-74.6% | $4,693-73.1% | $4,299-70.6% |
| Participant deferral / active EE | $4,687 | $8,310-43.6% | $7,997-41.4% | $6,507-28.0% |
| Admin fee / account holder | $39 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |