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 | $16,448 | $88,751-81.5% | $81,812-79.9% | $145,922-88.7% |
| Participation rate | 59.1% | 75.0%-15.9pp | 72.3%-13.3pp | 80.3%-21.2pp |
| Annual return | 12.10% | 1025.40%-1013.3pp | 773.79%-761.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,198 | $3,083-61.1% | $2,912-58.9% | $4,660-74.3% |
| Participant deferral / active EE | $2,443 | $4,643-47.4% | $4,319-43.4% | $6,688-63.5% |
| Admin fee / account holder | $196 | $8,415-97.7% | $7,386-97.4% | $13,397-98.5% |