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 | $25,154 | $114,381-78.0% | $107,525-76.6% | $142,382-82.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 25.58% | 242.71%-217.1pp | 181.32%-155.7pp | 217.08%-191.5pp |
| Employer contribution / active EE | $2,049 | $4,015-49.0% | $3,754-45.4% | $4,299-52.4% |
| Participant deferral / active EE | $2,887 | $5,564-48.1% | $5,116-43.6% | $6,507-55.6% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |