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 | $38,998 | $175,202-77.7% | $149,673-73.9% | $139,434-72.0% |
| Participation rate | 22.2% | 83.4%-61.2pp | 78.8%-56.5pp | 80.3%-58.1pp |
| Annual return | 18.56% | 166.71%-148.1pp | 134.42%-115.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,155 | $5,474-78.9% | $4,818-76.0% | $4,751-75.7% |
| Participant deferral / active EE | $3,316 | $6,519-49.1% | $5,680-41.6% | $6,710-50.6% |
| Admin fee / account holder | $276 | $16,150-98.3% | $13,210-97.9% | $11,403-97.6% |