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 | $85,355 | $124,425-31.4% | $112,040-23.8% | $137,256-37.8% |
| Participation rate | 63.6% | 79.3%-15.7pp | 76.5%-12.9pp | 80.0%-16.3pp |
| Annual return | 12.31% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,969 | $3,411-42.3% | $2,954-33.3% | $4,156-52.6% |
| Participant deferral / active EE | $4,719 | $5,718-17.5% | $5,098-7.4% | $6,407-26.3% |
| Admin fee / account holder | $33 | $15,207-99.8% | $12,098-99.7% | $12,270-99.7% |