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 | $62,455 | $165,984-62.4% | $164,813-62.1% | $145,922-57.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 16.60% | 100.03%-83.4pp | 69.93%-53.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $4,684 | $5,273-11.2% | $4,341+7.9% | $4,660+0.5% |
| Participant deferral / active EE | $5,855 | $6,959-15.9% | $6,031-2.9% | $6,688-12.5% |
| Admin fee / account holder | $88 | $16,648-99.5% | $12,690-99.3% | $13,397-99.3% |