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 | $6,978 | $57,590-87.9% | $86,233-91.9% | $82,448-91.5% |
| Participation rate | 40.9% | 57.9%-17.0pp | 69.0%-28.1pp | 68.1%-27.2pp |
| Annual return | 17.91% | 22.41%-4.5pp | 61.39%-43.5pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,099 | $3,080-64.3% | $4,559-75.9% | $4,139-73.5% |
| Admin fee / account holder | $191 | $4,730-96.0% | $8,342-97.7% | $7,234-97.4% |