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 | $18,073 | $72,071-74.9% | $68,368-73.6% | $137,256-86.8% |
| Participation rate | 47.4% | 76.2%-28.9pp | 73.8%-26.4pp | 80.0%-32.6pp |
| Annual return | 22.33% | 353.14%-330.8pp | 292.57%-270.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $885 | $2,788-68.2% | $2,649-66.6% | $4,156-78.7% |
| Participant deferral / active EE | $1,966 | $4,410-55.4% | $4,123-52.3% | $6,407-69.3% |
| Admin fee / account holder | $240 | $5,336-95.5% | $5,150-95.3% | $12,270-98.0% |