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 | $24,360 | $74,888-67.5% | $71,209-65.8% | $142,382-82.9% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.1%-10.9pp |
| Annual return | 20.49% | 345.14%-324.6pp | 282.51%-262.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,941 | $2,854+3.0% | $2,721+8.1% | $4,299-31.6% |
| Participant deferral / active EE | $3,426 | $4,454-23.1% | $4,175-17.9% | $6,507-47.3% |
| Admin fee / account holder | $135 | $5,568-97.6% | $5,349-97.5% | $12,624-98.9% |