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 | $11,453 | $85,022-86.5% | $70,515-83.8% | $139,434-91.8% |
| Participation rate | 58.3% | 73.9%-15.6pp | 68.3%-10.0pp | 80.3%-22.0pp |
| Annual return | 22.48% | 30.38%-7.9pp | 32.77%-10.3pp | 372.94%-350.5pp |
| Employer contribution / active EE | $1,647 | $3,909-57.9% | $2,973-44.6% | $4,751-65.3% |
| Participant deferral / active EE | $2,628 | $5,890-55.4% | $4,567-42.5% | $6,710-60.8% |
| Admin fee / account holder | $94 | $8,906-98.9% | $6,412-98.5% | $11,403-99.2% |