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 3-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 | $18,497 | $106,584-82.6% | $101,326-81.7% | $142,382-87.0% |
| Participation rate | 42.9% | 82.7%-39.8pp | 81.5%-38.6pp | 80.1%-37.3pp |
| Annual return | 23.70% | 36.93%-13.2pp | 36.82%-13.1pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,431 | $3,956-63.8% | $3,665-61.0% | $4,299-66.7% |
| Participant deferral / active EE | $2,866 | $8,297-65.5% | $7,994-64.2% | $6,507-56.0% |
| Admin fee / account holder | $4 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |