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 | $9,845 | $90,397-89.1% | $76,002-87.0% | $145,959-93.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 16.08% | 621.97%-605.9pp | 360.07%-344.0pp | 561.95%-545.9pp |
| Employer contribution / active EE | $1,161 | $3,317-65.0% | $2,688-56.8% | $4,661-75.1% |
| Participant deferral / active EE | $2,322 | $5,163-55.0% | $4,257-45.4% | $6,689-65.3% |
| Admin fee / account holder | $57 | $8,369-99.3% | $6,414-99.1% | $13,398-99.6% |