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 | $31,241 | $159,602-80.4% | $150,045-79.2% | $142,382-78.1% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.3%-13.9pp | 80.1%-11.7pp |
| Annual return | 23.11% | 70.24%-47.1pp | 62.55%-39.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,719 | $4,961-45.2% | $4,693-42.1% | $4,299-36.8% |
| Participant deferral / active EE | $4,845 | $8,310-41.7% | $7,997-39.4% | $6,507-25.5% |
| Admin fee / account holder | $115 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |