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 | $25,895 | $180,749-85.7% | $160,784-83.9% | $137,256-81.1% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 25.54% | 2234.46%-2208.9pp | 1803.92%-1778.4pp | 220.34%-194.8pp |
| Employer contribution / active EE | $1,063 | $4,155-74.4% | $3,733-71.5% | $4,156-74.4% |
| Participant deferral / active EE | $3,307 | $6,844-51.7% | $6,293-47.4% | $6,407-48.4% |
| Admin fee / account holder | $157 | $10,397-98.5% | $9,717-98.4% | $12,270-98.7% |