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 | $19,812 | $159,934-87.6% | $147,005-86.5% | $145,959-86.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 21.97% | 98.24%-76.3pp | 418.76%-396.8pp | 561.95%-540.0pp |
| Employer contribution / active EE | $1,620 | $5,287-69.4% | $4,934-67.2% | $4,661-65.3% |
| Participant deferral / active EE | $4,548 | $8,427-46.0% | $8,070-43.6% | $6,689-32.0% |
| Admin fee / account holder | $234 | $15,053-98.4% | $13,006-98.2% | $13,398-98.3% |