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 | $38,618 | $68,097-43.3% | $62,929-38.6% | $137,256-71.9% |
| Participation rate | 36.4% | 77.4%-41.1pp | 73.1%-36.7pp | 80.0%-43.6pp |
| Annual return | 22.43% | 1859.11%-1836.7pp | 1063.93%-1041.5pp | 220.34%-197.9pp |
| Employer contribution / active EE | $743 | $2,811-73.6% | $2,505-70.3% | $4,156-82.1% |
| Participant deferral / active EE | $4,053 | $4,553-11.0% | $3,888+4.2% | $6,407-36.7% |
| Admin fee / account holder | $183 | $6,521-97.2% | $5,065-96.4% | $12,270-98.5% |