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 | $15,086 | $94,752-84.1% | $112,887-86.6% | $139,434-89.2% |
| Participation rate | 55.6% | 81.3%-25.7pp | 80.5%-25.0pp | 80.3%-24.8pp |
| Annual return | 29.33% | 40.88%-11.5pp | 34.10%-4.8pp | 372.94%-343.6pp |
| Employer contribution / active EE | $1,483 | $4,625-67.9% | $4,563-67.5% | $4,751-68.8% |
| Participant deferral / active EE | $3,039 | $6,512-53.3% | $6,513-53.3% | $6,710-54.7% |
| Admin fee / account holder | $46 | $8,527-99.5% | $7,047-99.3% | $11,403-99.6% |