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 6-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 | $40,803 | $148,534-72.5% | $135,903-70.0% | $139,434-70.7% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 20.52% | 79.19%-58.7pp | 68.23%-47.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,753 | $5,243-66.6% | $4,856-63.9% | $4,751-63.1% |
| Participant deferral / active EE | $5,148 | $8,100-36.4% | $7,758-33.6% | $6,710-23.3% |
| Admin fee / account holder | $79 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |