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 | $27,463 | $175,202-84.3% | $149,673-81.7% | $139,434-80.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 23.76% | 166.71%-142.9pp | 134.42%-110.7pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,620 | $5,474-70.4% | $4,818-66.4% | $4,751-65.9% |
| Participant deferral / active EE | $11,350 | $6,519+74.1% | $5,680+99.8% | $6,710+69.1% |
| Admin fee / account holder | $194 | $16,150-98.8% | $13,210-98.5% | $11,403-98.3% |