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 4-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 | $28,863 | $99,877-71.1% | $84,966-66.0% | $145,922-80.2% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 18.72% | 83.76%-65.0pp | 66.38%-47.7pp | 561.29%-542.6pp |
| Employer contribution / active EE | $646 | $3,231-80.0% | $2,727-76.3% | $4,660-86.1% |
| Participant deferral / active EE | $1,058 | $5,291-80.0% | $4,519-76.6% | $6,688-84.2% |
| Admin fee / account holder | $195 | $7,248-97.3% | $6,149-96.8% | $13,397-98.5% |