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 | $28,552 | $159,602-82.1% | $150,045-81.0% | $142,382-79.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 16.90% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,550 | $4,961-68.7% | $4,693-67.0% | $4,299-63.9% |
| Participant deferral / active EE | $6,648 | $8,310-20.0% | $7,997-16.9% | $6,507+2.2% |
| Admin fee / account holder | $219 | $14,846-98.5% | $13,435-98.4% | $12,624-98.3% |