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 | $43,327 | $106,515-59.3% | $96,683-55.2% | $139,434-68.9% |
| Participation rate | 21.1% | 77.8%-56.8pp | 74.3%-53.3pp | 80.3%-59.3pp |
| Annual return | 14.38% | 38.43%-24.0pp | 35.69%-21.3pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,132 | $4,103-72.4% | $3,737-69.7% | $4,751-76.2% |
| Participant deferral / active EE | $3,301 | $5,454-39.5% | $4,878-32.3% | $6,710-50.8% |
| Admin fee / account holder | $270 | $7,877-96.6% | $6,730-96.0% | $11,403-97.6% |