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 | $19,583 | $148,534-86.8% | $135,903-85.6% | $139,434-86.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 67.88% | 79.19%-11.3pp | 68.23%-0.4pp | 372.94%-305.1pp |
| Employer contribution / active EE | $3,419 | $5,243-34.8% | $4,856-29.6% | $4,751-28.0% |
| Participant deferral / active EE | $3,901 | $8,100-51.8% | $7,758-49.7% | $6,710-41.9% |
| Admin fee / account holder | $193 | $12,400-98.4% | $10,762-98.2% | $11,403-98.3% |