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 5-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 | $17,148 | $99,877-82.8% | $84,966-79.8% | $145,922-88.2% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 8.99% | 83.76%-74.8pp | 66.38%-57.4pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,223 | $3,231-62.2% | $2,727-55.2% | $4,660-73.8% |
| Participant deferral / active EE | $1,223 | $5,291-76.9% | $4,519-72.9% | $6,688-81.7% |
| Admin fee / account holder | $279 | $7,248-96.2% | $6,149-95.5% | $13,397-97.9% |