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 | $13,755 | $116,167-88.2% | $64,489-78.7% | $137,256-90.0% |
| Participation rate | 54.5% | 68.2%-13.6pp | 67.7%-13.1pp | 80.0%-25.4pp |
| Annual return | 19.49% | 36.55%-17.1pp | 55.03%-35.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,287 | $2,483-48.2% | $1,523-15.5% | $4,156-69.0% |
| Participant deferral / active EE | $1,874 | $4,215-55.5% | $2,778-32.6% | $6,407-70.8% |
| Admin fee / account holder | $98 | $6,188-98.4% | $4,260-97.7% | $12,270-99.2% |