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 | $23,340 | $74,927-68.8% | $101,794-77.1% | $84,808-72.5% |
| Participation rate | 52.0% | 61.4%-9.4pp | 69.2%-17.2pp | 68.3%-16.3pp |
| Annual return | 18.52% | 18.70%-0.2pp | 30.53%-12.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,716 | $1,522+12.8% | $2,289-25.0% | $2,631-34.8% |
| Participant deferral / active EE | $2,635 | $3,099-15.0% | $4,084-35.5% | $4,212-37.4% |
| Admin fee / account holder | $202 | $6,514-96.9% | $8,777-97.7% | $7,344-97.3% |