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 | $28,734 | $110,257-73.9% | $96,544-70.2% | $139,434-79.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 21.94% | 26.32%-4.4pp | 25.84%-3.9pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,194 | $3,620-67.0% | $2,965-59.7% | $4,751-74.9% |
| Participant deferral / active EE | $6,533 | $5,548+17.8% | $4,851+34.7% | $6,710-2.6% |
| Admin fee / account holder | $130 | $11,591-98.9% | $8,252-98.4% | $11,403-98.9% |