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 | $15,854 | $88,751-82.1% | $81,812-80.6% | $145,922-89.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 12.33% | 1025.40%-1013.1pp | 773.79%-761.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $665 | $3,083-78.4% | $2,912-77.2% | $4,660-85.7% |
| Participant deferral / active EE | $5,287 | $4,643+13.9% | $4,319+22.4% | $6,688-20.9% |
| Admin fee / account holder | $147 | $8,415-98.3% | $7,386-98.0% | $13,397-98.9% |