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 | $159,602-87.3% | $150,045-86.5% | $142,382-85.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 27.76% | 70.24%-42.5pp | 62.55%-34.8pp | 217.08%-189.3pp |
| Employer contribution / active EE | $4,079 | $4,961-17.8% | $4,693-13.1% | $4,299-5.1% |
| Participant deferral / active EE | $6,479 | $8,310-22.0% | $7,997-19.0% | $6,507-0.4% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.8% | $12,624-99.8% |