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 | $79,298 | $177,572-55.3% | $154,803-48.8% | $142,382-44.3% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 14.78% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $10,050 | $4,810+108.9% | $4,305+133.4% | $4,299+133.8% |
| Participant deferral / active EE | $6,216 | $6,272-0.9% | $5,540+12.2% | $6,507-4.5% |
| Admin fee / account holder | $219 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |