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 3-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 | $22,641 | $183,519-87.7% | $155,509-85.4% | $145,922-84.5% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 14.09% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,110 | $5,313-79.1% | $4,672-76.2% | $4,660-76.2% |
| Participant deferral / active EE | $3,614 | $6,462-44.1% | $5,626-35.8% | $6,688-46.0% |
| Admin fee / account holder | $176 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |