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 | $28,468 | $70,756-59.8% | $65,493-56.5% | $142,382-80.0% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 18.91% | 1754.89%-1736.0pp | 982.45%-963.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,040 | $2,881+5.5% | $2,574+18.1% | $4,299-29.3% |
| Participant deferral / active EE | $4,014 | $4,637-13.4% | $3,961+1.3% | $6,507-38.3% |
| Admin fee / account holder | $280 | $6,559-95.7% | $5,028-94.4% | $12,624-97.8% |