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 6-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 | $31,851 | $148,534-78.6% | $135,903-76.6% | $139,434-77.2% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 32.88% | 79.19%-46.3pp | 68.23%-35.3pp | 372.94%-340.1pp |
| Employer contribution / active EE | $1,434 | $5,243-72.6% | $4,856-70.5% | $4,751-69.8% |
| Participant deferral / active EE | $4,557 | $8,100-43.7% | $7,758-41.3% | $6,710-32.1% |
| Admin fee / account holder | $167 | $12,400-98.7% | $10,762-98.5% | $11,403-98.5% |