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 | $27,813 | $154,228-82.0% | $145,433-80.9% | $137,256-79.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.35% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,574 | $4,804-67.2% | $4,554-65.4% | $4,156-62.1% |
| Participant deferral / active EE | $3,528 | $8,216-57.1% | $7,897-55.3% | $6,407-44.9% |
| Admin fee / account holder | $111 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |