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 | $25,719 | $214,378-88.0% | $200,582-87.2% | $142,382-81.9% |
| Participation rate | 61.5% | 87.4%-25.9pp | 86.9%-25.3pp | 80.1%-18.6pp |
| Annual return | 23.00% | 46.41%-23.4pp | 42.33%-19.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,110 | $6,841-69.2% | $6,419-67.1% | $4,299-50.9% |
| Participant deferral / active EE | $6,529 | $9,865-33.8% | $9,331-30.0% | $6,507+0.3% |
| Admin fee / account holder | $103 | $17,692-99.4% | $16,305-99.4% | $12,624-99.2% |