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 | $36,819 | $99,918-63.2% | $81,382-54.8% | $145,922-74.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 13.75% | 34.32%-20.6pp | 24.73%-11.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,213 | $2,978+7.9% | $2,463+30.5% | $4,660-31.0% |
| Participant deferral / active EE | $4,127 | $4,605-10.4% | $3,883+6.3% | $6,688-38.3% |
| Admin fee / account holder | $47 | $8,212-99.4% | $5,768-99.2% | $13,397-99.6% |