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 | $29,489 | $97,125-69.6% | $86,233-65.8% | $137,256-78.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 18.06% | 74.19%-56.1pp | 61.39%-43.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,403 | $2,841-50.6% | $2,504-44.0% | $4,156-66.2% |
| Participant deferral / active EE | $6,131 | $5,180+18.4% | $4,559+34.5% | $6,407-4.3% |
| Admin fee / account holder | $19 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |