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 | $23,163 | $159,602-85.5% | $150,045-84.6% | $142,382-83.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 17.54% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,570 | $4,961-28.0% | $4,693-23.9% | $4,299-17.0% |
| Participant deferral / active EE | $7,140 | $8,310-14.1% | $7,997-10.7% | $6,507+9.7% |
| Admin fee / account holder | $253 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |