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 | $17,721 | $183,519-90.3% | $155,509-88.6% | $145,922-87.9% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 55.20% | 61.17%-6.0pp | 64.67%-9.5pp | 561.29%-506.1pp |
| Employer contribution / active EE | $1,598 | $5,313-69.9% | $4,672-65.8% | $4,660-65.7% |
| Participant deferral / active EE | $3,653 | $6,462-43.5% | $5,626-35.1% | $6,688-45.4% |
| Admin fee / account holder | $113 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |