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 3-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 | $22,766 | $148,534-84.7% | $135,903-83.2% | $139,434-83.7% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 60.98% | 79.19%-18.2pp | 68.23%-7.2pp | 372.94%-312.0pp |
| Employer contribution / active EE | $1,266 | $5,243-75.9% | $4,856-73.9% | $4,751-73.4% |
| Participant deferral / active EE | $9,211 | $8,100+13.7% | $7,758+18.7% | $6,710+37.3% |
| Admin fee / account holder | $59 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |