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 | $22,045 | $148,534-85.2% | $135,903-83.8% | $139,434-84.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 55.16% | 79.19%-24.0pp | 68.23%-13.1pp | 372.94%-317.8pp |
| Employer contribution / active EE | $2,297 | $5,243-56.2% | $4,856-52.7% | $4,751-51.7% |
| Participant deferral / active EE | $6,945 | $8,100-14.3% | $7,758-10.5% | $6,710+3.5% |
| Admin fee / account holder | $160 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |