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 | $25,141 | $154,228-83.7% | $145,433-82.7% | $137,256-81.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 31.45% | 74.59%-43.1pp | 66.58%-35.1pp | 220.34%-188.9pp |
| Employer contribution / active EE | $2,754 | $4,804-42.7% | $4,554-39.5% | $4,156-33.7% |
| Participant deferral / active EE | $6,079 | $8,216-26.0% | $7,897-23.0% | $6,407-5.1% |
| Admin fee / account holder | $41 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |