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 | $27,651 | $99,877-72.3% | $84,966-67.5% | $145,922-81.1% |
| Participation rate | 64.3% | 74.1%-9.8pp | 67.5%-3.2pp | 80.3%-16.0pp |
| Annual return | 14.30% | 83.76%-69.5pp | 66.38%-52.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,557 | $3,231-51.8% | $2,727-42.9% | $4,660-66.6% |
| Participant deferral / active EE | $3,917 | $5,291-26.0% | $4,519-13.3% | $6,688-41.4% |
| Admin fee / account holder | $296 | $7,248-95.9% | $6,149-95.2% | $13,397-97.8% |