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 | $100,773-85.1% | $88,946-83.2% | $142,382-89.5% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 22.90% | 70.18%-47.3pp | 57.82%-34.9pp | 217.08%-194.2pp |
| Employer contribution / active EE | $4,718 | $2,918+61.7% | $2,555+84.6% | $4,299+9.7% |
| Participant deferral / active EE | $6,468 | $5,230+23.7% | $4,581+41.2% | $6,507-0.6% |
| Admin fee / account holder | $57 | $9,693-99.4% | $8,261-99.3% | $12,624-99.5% |