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 | $90,348-89.1% | $75,972-87.0% | $145,922-93.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 16.08% | 620.88%-604.8pp | 359.55%-343.5pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,161 | $3,311-64.9% | $2,685-56.8% | $4,660-75.1% |
| Participant deferral / active EE | $2,322 | $5,162-55.0% | $4,255-45.4% | $6,688-65.3% |
| Admin fee / account holder | $57 | $8,467-99.3% | $6,467-99.1% | $13,397-99.6% |