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 7-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 | $17,221 | $100,773-82.9% | $88,946-80.6% | $142,382-87.9% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 16.37% | 70.18%-53.8pp | 57.82%-41.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,500 | $2,918-48.6% | $2,555-41.3% | $4,299-65.1% |
| Participant deferral / active EE | $3,964 | $5,230-24.2% | $4,581-13.5% | $6,507-39.1% |
| Admin fee / account holder | $120 | $9,693-98.8% | $8,261-98.5% | $12,624-99.0% |