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 3-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 | $24,191 | $177,572-86.4% | $154,803-84.4% | $142,382-83.0% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 18.36% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,502 | $4,810-68.8% | $4,305-65.1% | $4,299-65.1% |
| Participant deferral / active EE | $1,871 | $6,272-70.2% | $5,540-66.2% | $6,507-71.3% |
| Admin fee / account holder | $48 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |