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 | $19,157 | $148,534-87.1% | $135,903-85.9% | $139,434-86.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 81.79% | 79.19%+2.6pp | 68.23%+13.6pp | 372.94%-291.2pp |
| Employer contribution / active EE | $2,091 | $5,243-60.1% | $4,856-56.9% | $4,751-56.0% |
| Participant deferral / active EE | $5,126 | $8,100-36.7% | $7,758-33.9% | $6,710-23.6% |
| Admin fee / account holder | $49 | $12,400-99.6% | $10,762-99.5% | $11,403-99.6% |