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 | $19,648 | $148,534-86.8% | $135,903-85.5% | $139,434-85.9% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 34.33% | 79.19%-44.9pp | 68.23%-33.9pp | 372.94%-338.6pp |
| Employer contribution / active EE | $3,039 | $5,243-42.0% | $4,856-37.4% | $4,751-36.0% |
| Participant deferral / active EE | $6,318 | $8,100-22.0% | $7,758-18.6% | $6,710-5.8% |
| Admin fee / account holder | $73 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |