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 | $18,930 | $104,664-81.9% | $85,682-77.9% | $167,490-88.7% |
| Participation rate | 41.7% | 76.4%-34.7pp | 69.9%-28.2pp | 82.1%-40.4pp |
| Annual return | 21.95% | 21.45%+0.5pp | 21.49%+0.5pp | 478.56%-456.6pp |
| Employer contribution / active EE | $1,134 | $3,337-66.0% | $2,618-56.7% | $4,837-76.6% |
| Participant deferral / active EE | $3,870 | $4,824-19.8% | $3,923-1.3% | $6,341-39.0% |
| Admin fee / account holder | $136 | $10,032-98.6% | $6,873-98.0% | $12,309-98.9% |