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 | $22,907 | $109,982-79.2% | $97,226-76.4% | $145,922-84.3% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-46.9pp |
| Annual return | 15.51% | 242.90%-227.4pp | 75.13%-59.6pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,486 | $3,084+13.0% | $2,729+27.7% | $4,660-25.2% |
| Participant deferral / active EE | $12,668 | $4,676+170.9% | $4,264+197.1% | $6,688+89.4% |
| Admin fee / account holder | $13 | $6,221-99.8% | $5,654-99.8% | $13,397-99.9% |