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 | $19,841 | $110,257-82.0% | $96,544-79.4% | $139,434-85.8% |
| Participation rate | 57.1% | 78.1%-20.9pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 30.10% | 26.32%+3.8pp | 25.84%+4.3pp | 372.94%-342.8pp |
| Employer contribution / active EE | $2,360 | $3,620-34.8% | $2,965-20.4% | $4,751-50.3% |
| Participant deferral / active EE | $3,520 | $5,548-36.6% | $4,851-27.4% | $6,710-47.5% |
| Admin fee / account holder | $160 | $11,591-98.6% | $8,252-98.1% | $11,403-98.6% |