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 | $26,766 | $111,754-76.0% | $103,333-74.1% | $145,922-81.7% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 12.92% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,022 | $4,212-52.0% | $3,868-47.7% | $4,660-56.6% |
| Participant deferral / active EE | $1,774 | $5,619-68.4% | $5,057-64.9% | $6,688-73.5% |
| Admin fee / account holder | $118 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |