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 | $26,081 | $183,519-85.8% | $155,509-83.2% | $145,922-82.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 21.23% | 61.17%-39.9pp | 64.67%-43.4pp | 561.29%-540.1pp |
| Employer contribution / active EE | $2,686 | $5,313-49.4% | $4,672-42.5% | $4,660-42.4% |
| Participant deferral / active EE | $4,702 | $6,462-27.2% | $5,626-16.4% | $6,688-29.7% |
| Admin fee / account holder | $196 | $19,313-99.0% | $15,912-98.8% | $13,397-98.5% |