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 | $72,071-66.2% | $68,368-64.4% | $137,256-82.3% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.0%-10.7pp |
| Annual return | 20.49% | 353.14%-332.6pp | 292.57%-272.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,941 | $2,788+5.5% | $2,649+11.0% | $4,156-29.2% |
| Participant deferral / active EE | $3,426 | $4,410-22.3% | $4,123-16.9% | $6,407-46.5% |
| Admin fee / account holder | $135 | $5,336-97.5% | $5,150-97.4% | $12,270-98.9% |