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 | $7,538 | $58,208-87.0% | $81,812-90.8% | $80,856-90.7% |
| Participation rate | 42.3% | 63.4%-21.1pp | 72.3%-30.0pp | 67.6%-25.3pp |
| Annual return | 14.57% | 41.66%-27.1pp | 773.79%-759.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,394 | $3,281-57.5% | $4,319-67.7% | $4,296-67.5% |
| Admin fee / account holder | $130 | $4,981-97.4% | $7,386-98.2% | $6,918-98.1% |