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 5-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 | $31,922 | $214,378-85.1% | $200,582-84.1% | $142,382-77.6% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 22.41% | 46.41%-24.0pp | 42.33%-19.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $3,177 | $6,841-53.6% | $6,419-50.5% | $4,299-26.1% |
| Participant deferral / active EE | $4,065 | $9,865-58.8% | $9,331-56.4% | $6,507-37.5% |
| Admin fee / account holder | $42 | $17,692-99.8% | $16,305-99.7% | $12,624-99.7% |