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 | $15,149 | $110,261-86.3% | $95,745-84.2% | $139,434-89.1% |
| Participation rate | 44.4% | 75.8%-31.3pp | 72.3%-27.8pp | 80.3%-35.9pp |
| Annual return | 26.87% | 27.11%-0.2pp | 28.35%-1.5pp | 372.94%-346.1pp |
| Employer contribution / active EE | $1,667 | $3,257-48.8% | $2,835-41.2% | $4,751-64.9% |
| Participant deferral / active EE | $1,709 | $4,676-63.4% | $4,245-59.7% | $6,710-74.5% |
| Admin fee / account holder | $110 | $6,613-98.3% | $5,678-98.1% | $11,403-99.0% |