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 5-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 | $23,478 | $90,348-74.0% | $75,972-69.1% | $145,922-83.9% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-46.9pp |
| Annual return | 12.79% | 620.88%-608.1pp | 359.55%-346.8pp | 561.29%-548.5pp |
| Employer contribution / active EE | $622 | $3,311-81.2% | $2,685-76.8% | $4,660-86.7% |
| Participant deferral / active EE | $1,379 | $5,162-73.3% | $4,255-67.6% | $6,688-79.4% |
| Admin fee / account holder | $133 | $8,467-98.4% | $6,467-97.9% | $13,397-99.0% |