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 | $20,218 | $154,228-86.9% | $145,433-86.1% | $137,256-85.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 27.76% | 74.59%-46.8pp | 66.58%-38.8pp | 220.34%-192.6pp |
| Employer contribution / active EE | $4,079 | $4,804-15.1% | $4,554-10.4% | $4,156-1.9% |
| Participant deferral / active EE | $6,479 | $8,216-21.1% | $7,897-18.0% | $6,407+1.1% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |