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 4-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 | $19,157 | $154,365-87.6% | $130,231-85.3% | $139,434-86.3% |
| Participation rate | 57.1% | 79.9%-22.8pp | 76.3%-19.1pp | 80.3%-23.2pp |
| Annual return | 27.23% | 30.34%-3.1pp | 38.77%-11.5pp | 372.94%-345.7pp |
| Employer contribution / active EE | $1,634 | $5,170-68.4% | $4,126-60.4% | $4,751-65.6% |
| Participant deferral / active EE | $5,378 | $8,498-36.7% | $6,799-20.9% | $6,710-19.8% |
| Admin fee / account holder | $52 | $9,214-99.4% | $6,020-99.1% | $11,403-99.5% |