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 3-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 | $11,426 | $49,922-77.1% | $80,569-85.8% | $75,163-84.8% |
| Participation rate | 29.8% | 55.3%-25.5pp | 67.0%-37.2pp | 67.2%-37.4pp |
| Annual return | 25.57% | 34.69%-9.1pp | 935.43%-909.9pp | 160.62%-135.0pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,800 | $2,990-39.8% | $4,447-59.5% | $4,125-56.4% |
| Admin fee / account holder | $54 | $3,577-98.5% | $5,377-99.0% | $5,651-99.1% |