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 | $83,662 | $165,984-49.6% | $164,813-49.2% | $145,922-42.7% |
| Participation rate | 23.5% | 82.0%-58.5pp | 78.6%-55.1pp | 80.3%-56.7pp |
| Annual return | 14.71% | 100.03%-85.3pp | 69.93%-55.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,173 | $5,273-77.8% | $4,341-73.0% | $4,660-74.8% |
| Participant deferral / active EE | $2,223 | $6,959-68.1% | $6,031-63.1% | $6,688-66.8% |
| Admin fee / account holder | $58 | $16,648-99.7% | $12,690-99.5% | $13,397-99.6% |