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 | $14,487 | $97,125-85.1% | $86,233-83.2% | $137,256-89.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 50.85% | 74.19%-23.3pp | 61.39%-10.5pp | 220.34%-169.5pp |
| Employer contribution / active EE | $1,642 | $2,841-42.2% | $2,504-34.4% | $4,156-60.5% |
| Participant deferral / active EE | $2,651 | $5,180-48.8% | $4,559-41.9% | $6,407-58.6% |
| Admin fee / account holder | $144 | $9,725-98.5% | $8,342-98.3% | $12,270-98.8% |