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 | $54,744 | $148,534-63.1% | $135,903-59.7% | $139,434-60.7% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 31.06% | 79.19%-48.1pp | 68.23%-37.2pp | 372.94%-341.9pp |
| Employer contribution / active EE | $2,413 | $5,243-54.0% | $4,856-50.3% | $4,751-49.2% |
| Participant deferral / active EE | $6,278 | $8,100-22.5% | $7,758-19.1% | $6,710-6.4% |
| Admin fee / account holder | $196 | $12,400-98.4% | $10,762-98.2% | $11,403-98.3% |