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 | $29,794 | $163,101-81.7% | $136,749-78.2% | $142,382-79.1% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 42.54% | 27.54%+15.0pp | 24.33%+18.2pp | 217.08%-174.5pp |
| Employer contribution / active EE | $1,976 | $4,117-52.0% | $3,400-41.9% | $4,299-54.0% |
| Participant deferral / active EE | $2,147 | $5,585-61.5% | $4,692-54.2% | $6,507-67.0% |
| Admin fee / account holder | $17 | $14,318-99.9% | $11,386-99.9% | $12,624-99.9% |