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 | $26,695 | $159,602-83.3% | $150,045-82.2% | $142,382-81.3% |
| Participation rate | 58.3% | 84.0%-25.6pp | 82.3%-24.0pp | 80.1%-21.8pp |
| Annual return | 20.54% | 70.24%-49.7pp | 62.55%-42.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,614 | $4,961-67.5% | $4,693-65.6% | $4,299-62.4% |
| Participant deferral / active EE | $3,031 | $8,310-63.5% | $7,997-62.1% | $6,507-53.4% |
| Admin fee / account holder | $165 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |