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 | $36,668 | $154,228-76.2% | $145,433-74.8% | $137,256-73.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 15.36% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,470 | $4,804-7.0% | $4,554-1.9% | $4,156+7.6% |
| Participant deferral / active EE | $4,443 | $8,216-45.9% | $7,897-43.7% | $6,407-30.7% |
| Admin fee / account holder | $236 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |