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 | $22,938 | $159,602-85.6% | $150,045-84.7% | $142,382-83.9% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 21.79% | 70.24%-48.4pp | 62.55%-40.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,017 | $4,961-79.5% | $4,693-78.3% | $4,299-76.4% |
| Participant deferral / active EE | $4,583 | $8,310-44.8% | $7,997-42.7% | $6,507-29.6% |
| Admin fee / account holder | $62 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |