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 | $14,220 | $111,754-87.3% | $103,333-86.2% | $145,922-90.3% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.1pp | 80.3%-34.8pp |
| Annual return | 13.56% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,371 | $4,212-67.5% | $3,868-64.6% | $4,660-70.6% |
| Participant deferral / active EE | $1,795 | $5,619-68.1% | $5,057-64.5% | $6,688-73.2% |
| Admin fee / account holder | $91 | $9,750-99.1% | $8,355-98.9% | $13,397-99.3% |