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 | $38,371 | $159,602-76.0% | $150,045-74.4% | $142,382-73.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 23.42% | 70.24%-46.8pp | 62.55%-39.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,154 | $4,961-56.6% | $4,693-54.1% | $4,299-49.9% |
| Participant deferral / active EE | $6,081 | $8,310-26.8% | $7,997-24.0% | $6,507-6.6% |
| Admin fee / account holder | $91 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |