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 | $11,227 | $68,097-83.5% | $62,929-82.2% | $137,256-91.8% |
| Participation rate | 41.7% | 77.4%-35.8pp | 73.1%-31.4pp | 80.0%-38.3pp |
| Annual return | 19.01% | 1859.11%-1840.1pp | 1063.93%-1044.9pp | 220.34%-201.3pp |
| Employer contribution / active EE | $830 | $2,811-70.5% | $2,505-66.9% | $4,156-80.0% |
| Participant deferral / active EE | $1,510 | $4,553-66.8% | $3,888-61.2% | $6,407-76.4% |
| Admin fee / account holder | $74 | $6,521-98.9% | $5,065-98.5% | $12,270-99.4% |