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 | $14,977 | $97,125-84.6% | $86,233-82.6% | $137,256-89.1% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 22.90% | 74.19%-51.3pp | 61.39%-38.5pp | 220.34%-197.4pp |
| Employer contribution / active EE | $4,718 | $2,841+66.0% | $2,504+88.4% | $4,156+13.5% |
| Participant deferral / active EE | $6,468 | $5,180+24.9% | $4,559+41.9% | $6,407+1.0% |
| Admin fee / account holder | $57 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |