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 | $13,428 | $105,126-87.2% | $94,646-85.8% | $139,434-90.4% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 38.35% | 38.03%+0.3pp | 156.71%-118.4pp | 372.94%-334.6pp |
| Employer contribution / active EE | $4,746 | $4,106+15.6% | $3,672+29.3% | $4,751-0.1% |
| Participant deferral / active EE | $5,908 | $7,599-22.3% | $7,418-20.4% | $6,710-11.9% |
| Admin fee / account holder | $27 | $8,984-99.7% | $7,231-99.6% | $11,403-99.8% |