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 | $23,857 | $111,814-78.7% | $103,374-76.9% | $145,959-83.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.57% | 24.77%-12.2pp | 24.89%-12.3pp | 561.95%-549.4pp |
| Employer contribution / active EE | $2,526 | $4,214-40.1% | $3,869-34.7% | $4,661-45.8% |
| Participant deferral / active EE | $4,968 | $5,618-11.6% | $5,058-1.8% | $6,689-25.7% |
| Admin fee / account holder | $96 | $9,754-99.0% | $8,394-98.9% | $13,398-99.3% |