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 | $15,314 | $154,228-90.1% | $145,433-89.5% | $137,256-88.8% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 27.40% | 74.59%-47.2pp | 66.58%-39.2pp | 220.34%-192.9pp |
| Employer contribution / active EE | $2,084 | $4,804-56.6% | $4,554-54.2% | $4,156-49.8% |
| Participant deferral / active EE | $5,441 | $8,216-33.8% | $7,897-31.1% | $6,407-15.1% |
| Admin fee / account holder | $156 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |