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 | $16,844 | $154,228-89.1% | $145,433-88.4% | $137,256-87.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 18.76% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,204 | $4,804-54.1% | $4,554-51.6% | $4,156-47.0% |
| Participant deferral / active EE | $3,975 | $8,216-51.6% | $7,897-49.7% | $6,407-38.0% |
| Admin fee / account holder | $225 | $14,344-98.4% | $13,129-98.3% | $12,270-98.2% |