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 | $21,132 | $154,117-86.3% | $129,995-83.7% | $139,434-84.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 21.88% | 32.48%-10.6pp | -137.18%+159.1pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,333 | $5,289-55.9% | $4,320-46.0% | $4,751-50.9% |
| Participant deferral / active EE | $4,651 | $6,710-30.7% | $5,820-20.1% | $6,710-30.7% |
| Admin fee / account holder | $260 | $14,007-98.1% | $10,614-97.5% | $11,403-97.7% |