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 | $17,865 | $159,901-88.8% | $146,958-87.8% | $145,922-87.8% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 40.98% | 98.13%-57.2pp | 418.34%-377.4pp | 561.29%-520.3pp |
| Employer contribution / active EE | $1,978 | $5,286-62.6% | $4,933-59.9% | $4,660-57.6% |
| Participant deferral / active EE | $4,087 | $8,428-51.5% | $8,070-49.4% | $6,688-38.9% |
| Admin fee / account holder | $18 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |