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 | $23,069 | $107,452-78.5% | $91,541-74.8% | $142,382-83.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 24.89% | 22.06%+2.8pp | 20.50%+4.4pp | 217.08%-192.2pp |
| Employer contribution / active EE | $1,448 | $2,994-51.7% | $2,505-42.2% | $4,299-66.3% |
| Participant deferral / active EE | $10,317 | $4,754+117.0% | $4,008+157.4% | $6,507+58.5% |
| Admin fee / account holder | $220 | $8,834-97.5% | $6,956-96.8% | $12,624-98.3% |