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 | $22,783 | $183,519-87.6% | $155,509-85.3% | $145,922-84.4% |
| Participation rate | 69.2% | 82.7%-13.4pp | 78.2%-9.0pp | 80.3%-11.0pp |
| Annual return | 12.60% | 61.17%-48.6pp | 64.67%-52.1pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,652 | $5,313-68.9% | $4,672-64.6% | $4,660-64.5% |
| Participant deferral / active EE | $6,397 | $6,462-1.0% | $5,626+13.7% | $6,688-4.3% |
| Admin fee / account holder | $229 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |