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 | $21,762 | $67,823-67.9% | $52,425-58.5% | $137,256-84.1% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 16.92% | 219.11%-202.2pp | 302.12%-285.2pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,178 | $1,163+87.3% | $914+138.3% | $4,156-47.6% |
| Participant deferral / active EE | $2,769 | $2,288+21.0% | $1,790+54.6% | $6,407-56.8% |
| Admin fee / account holder | $289 | $2,844-89.8% | $2,495-88.4% | $12,270-97.6% |