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 | $20,255 | $154,228-86.9% | $145,433-86.1% | $137,256-85.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 24.47% | 74.59%-50.1pp | 66.58%-42.1pp | 220.34%-195.9pp |
| Employer contribution / active EE | $983 | $4,804-79.5% | $4,554-78.4% | $4,156-76.3% |
| Participant deferral / active EE | $3,834 | $8,216-53.3% | $7,897-51.5% | $6,407-40.2% |
| Admin fee / account holder | $16 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |