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 | $19,518 | $111,724-82.5% | $93,606-79.1% | $145,922-86.6% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.0pp |
| Annual return | 13.64% | 202.98%-189.3pp | 133.20%-119.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,649 | $3,090-46.6% | $2,420-31.9% | $4,660-64.6% |
| Participant deferral / active EE | $3,216 | $4,912-34.5% | $4,411-27.1% | $6,688-51.9% |
| Admin fee / account holder | $142 | $10,250-98.6% | $8,285-98.3% | $13,397-98.9% |