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 | $19,244 | $148,534-87.0% | $135,903-85.8% | $139,434-86.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 23.81% | 79.19%-55.4pp | 68.23%-44.4pp | 372.94%-349.1pp |
| Employer contribution / active EE | $4,977 | $5,243-5.1% | $4,856+2.5% | $4,751+4.8% |
| Participant deferral / active EE | $6,227 | $8,100-23.1% | $7,758-19.7% | $6,710-7.2% |
| Admin fee / account holder | $174 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |