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 | $31,189 | $148,534-79.0% | $135,903-77.1% | $139,434-77.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 20.07% | 79.19%-59.1pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,807 | $5,243-65.5% | $4,856-62.8% | $4,751-62.0% |
| Participant deferral / active EE | $9,175 | $8,100+13.3% | $7,758+18.3% | $6,710+36.7% |
| Admin fee / account holder | $124 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |