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 5-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 | $53,194 | $165,984-68.0% | $164,813-67.7% | $145,922-63.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 22.68% | 100.03%-77.3pp | 69.93%-47.2pp | 561.29%-538.6pp |
| Employer contribution / active EE | $1,136 | $5,273-78.5% | $4,341-73.8% | $4,660-75.6% |
| Participant deferral / active EE | $6,002 | $6,959-13.8% | $6,031-0.5% | $6,688-10.3% |
| Admin fee / account holder | $110 | $16,648-99.3% | $12,690-99.1% | $13,397-99.2% |