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 | $17,202 | $183,519-90.6% | $155,509-88.9% | $145,922-88.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 13.05% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,800 | $5,313-66.1% | $4,672-61.5% | $4,660-61.4% |
| Participant deferral / active EE | $7,667 | $6,462+18.6% | $5,626+36.3% | $6,688+14.6% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |