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 | $19,205 | $138,044-86.1% | $125,339-84.7% | $134,475-85.7% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | 60.92% | 750.33%-689.4pp | 572.05%-511.1pp | 417.96%-357.0pp |
| Employer contribution / active EE | $1,165 | $5,243-77.8% | $4,814-75.8% | $4,740-75.4% |
| Participant deferral / active EE | $5,043 | $7,799-35.3% | $7,446-32.3% | $6,400-21.2% |
| Admin fee / account holder | $34 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |