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 | $12,657 | $101,618-87.5% | $93,063-86.4% | $137,256-90.8% |
| Participation rate | 40.0% | 74.9%-34.9pp | 72.1%-32.1pp | 80.0%-40.0pp |
| Annual return | 24.20% | 223.95%-199.7pp | 34.15%-10.0pp | 220.34%-196.1pp |
| Employer contribution / active EE | $900 | $2,707-66.7% | $2,476-63.6% | $4,156-78.3% |
| Participant deferral / active EE | $1,501 | $4,279-64.9% | $3,958-62.1% | $6,407-76.6% |
| Admin fee / account holder | $106 | $6,198-98.3% | $6,033-98.3% | $12,270-99.1% |