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 | $12,654 | $95,561-86.8% | $77,163-83.6% | $139,434-90.9% |
| Participation rate | 68.2% | 73.9%-5.8pp | 69.6%-1.4pp | 80.3%-12.1pp |
| Annual return | 25.51% | 54.92%-29.4pp | 37.87%-12.4pp | 372.94%-347.4pp |
| Employer contribution / active EE | $1,556 | $3,147-50.6% | $2,535-38.6% | $4,751-67.3% |
| Participant deferral / active EE | $2,542 | $4,624-45.0% | $3,833-33.7% | $6,710-62.1% |
| Admin fee / account holder | $254 | $8,295-96.9% | $5,472-95.4% | $11,403-97.8% |