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 | $43,442 | $183,519-76.3% | $155,509-72.1% | $145,922-70.2% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 15.79% | 61.17%-45.4pp | 64.67%-48.9pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,530 | $5,313-71.2% | $4,672-67.3% | $4,660-67.2% |
| Participant deferral / active EE | $5,286 | $6,462-18.2% | $5,626-6.0% | $6,688-21.0% |
| Admin fee / account holder | $166 | $19,313-99.1% | $15,912-99.0% | $13,397-98.8% |